Financial Planning

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.

2 min read

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Advisor Upside

Clients May Have More Stashed in 401(k)s Than You Think

Average account balances have reached record highs, according to Vanguard’s annual report published this week.

1 min read
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Advisor Upside

Secondary Market for Life Insurance Merits Second Look From Advisors

About 3,000 life insurance policies are settled annually in the US, but that number could increase 10-fold.

2 min read
Advisor Upside

Inflation Isn’t Retiring Anytime Soon. Your Clients Should Be

Retirement planning is much more dynamic than a decade ago, and financial advisors are rewriting the playbook.

4 min read

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

Advisor Upside

Can Advisors Do More to Combat Elder Financial Abuse?

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Advocates are urging lawmakers to empower financial advisors and bankers to help protect clients from fraud or abuse.

2 min read

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