Health and Long Term Care

Retirement Upside

Clients Forced to Make Roth Catch-Up Contributions? Consider HSAs

Photo by Curated Lifestyle via Unsplash

A recent rule change requiring higher earners to use Roth accounts for catch-up contributions has some adopting a different strategy.

2 min read

Photo by National Cancer Institute via Unsplash

Retirement Upside

Claiming Medicare Is Just the Beginning Amid ‘Silver Tsunami’

Getting the most out of Medicare requires regular reevaluation and carefully balancing risks with costs, experts say.

2 min read
Photo by Marc Najera via Unsplash

Retirement Upside

Why Money Alone Can’t Guarantee a Happy Retirement

A happy and healthy retirement requires more than money, and advisors should help clients find meaning in their golden years

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Paul Campbell and Vovashevchuk via iStock

Retirement Upside

Why More Medicare Advantage Plans Are Trimming Benefits

After years of aggressive expansion, many Medicare Advantage plans are recalibrating popular extras and changing costs.

2 min read

Advisor Upside

For Elderly Clients, Home Design Is the New Hot Ticket

Photo via Eduardo Barraza/ZUMAPRESS/Newscom

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

2 min read

Photo by A. C. via Unsplash

Advisor Upside

Clients’ Medicare Costs Set to Soar in 2026

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

Sign Up for The Daily Upside to Unlock This Article

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