Financial Planning

Advisor Upside

First Tax Season Under Big Beautiful Bill Mixes Heightened Complexity with Bigger Refunds

Photo illustration by Connor Lin / The Daily Upside, Photo by Liudmila Chernetska via iStock

While tax season is always a headache, clients may see larger refunds this year thanks to recent legislation, experts said.

4 min read

Photo by Pla2na via iStock

Advisor Upside

Why Jeffrey Levine Doesn’t Buy Cat Food, or the Bonus Depreciation Hype

The chief planning officer at Focus Partners Wealth said the accelerated depreciation methods are useful, but they’re not magic.

2 min read
Photo via Eduardo Barraza/ZUMAPRESS/Newscom

Advisor Upside

For Elderly Clients, Home Design Is the New Hot Ticket

A graying population aging at home requires investments in senior-friendly designs and financial advisors can help.

2 min read
Photo by Getty Images via Unsplash

Advisor Upside

Advisors Lean on Legacy Planning to Help Secure Next-Gen Clients

2 min read

Advisor Upside

Clients’ Medicare Costs Set to Soar in 2026

Photo by A. C. via Unsplash

Out-of-pocket care expenses for a healthy couple are near $1 million, and federal policy proposals could soon make matters worse.

2 min read

Advisor Upside

What’s the Game Plan for Advising Young Sports Stars?

Photo by Ahmet Kurt via Unsplash

As rookies and student athletes earn big paychecks, advisors are acting as a second coach to keep them financially grounded.

2 min read

Retirement Upside

4 Simple Ways to Pad Your Nest Egg in 2026

Photo by Getty Images via Unsplash

Future retirees may have more opportunities this year to buoy their assets, insulating themselves from rising healthcare costs and inflation.

2 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.