Financial Planning

Advisor Upside

Emotions More Problematic for Retirement than Finances

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But there is a big reason to be concerned: Long-term care.

2 min read

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Advisor Upside

The Great Wealth Transfer’s Not Just About the Money

With generational wealth momentum poised to put $124 trillion in motion, financial advisors face opportunities and challenges.

4 min read
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Advisor Upside

Families Brace for Student Loan SmackDown

The government is coming to collect on federal student loans. That won’t just affect recent grads — it’s a family issue.

2 min read
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Advisor Upside

Don’t Fear the Reaper. Running Out of Money in Retirement May Be Scarier

Dying is one thing, but living without money is another, according to a recent survey.

2 min read

Advisor Upside

Clients Could Need $1.26M to Retire. Gen Z Has a Plan

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Young Americans have begun investing in their retirement at just 24 years old compared with almost 40 for boomers, per Northwestern Mutual.

2 min read

Advisor Upside

Clients Want to Dump Trump to Live Abroad. It’s Harder Than They Think

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Advisors play a critical role in what could become a life-changing decision for clients — starting a life in a new country.

2 min read

Advisor Upside

Just 22% of Advisors Charge for Financial Planning

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Advisors that offer comprehensive services can also manage four times more in assets than their peers, according Cerulli Associates.

1 min read

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