Financial Planning

Advisor Upside

Student Loan Changes Rewrite College Planning Playbook

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Advisor Upside

IRS Eases Gift Tax Rules for Trump Accounts

The agency is allowing some contributions to be considered “current interest” gifts rather than “future interest” gifts.

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Advisor Upside

Live Fast and Leave Nothing Behind: Could Modern Medicine Dampen the Great Wealth Transfer?

People are not only living longer but healthier, possibly depleting any inheritance they planned to leave for their heirs.

2 min read
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Advisor Upside

Most Finfluential TikTok Posts Were Already Misleading. Now, the Trend Is Worsening

About 70% of videos received an average or lower grade for accuracy and educational value, according to a recent study.

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Advisor Upside

Micro-Retirements Carry Macro Risks, Advisors Warn Clients

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Health insurance headaches are among the potential problems with climbing off the career ladder temporarily.

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Advisor Upside

Estate Plan Disputes Are Painful. They Don’t Have to Be Disastrous

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Multiple beneficiaries, layered asset structures and significant financial stakes make high-value estate plans susceptible to court challenges.

2 min read

Advisor Upside

How to Create a ‘Tax Planning Mindset’ Instead of a Checklist

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With the right tools and know-how, advisors can move beyond annual tax conversations to a lifetime tax-planning mindset.

2 min read

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