behavioral finance

Retirement Upside

The ‘Not Great, But Not Bad’ Retirement Trap

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Clients who thrive in retirement aren’t necessarily the wealthiest, but have designed their next chapter before leaving the last one.

2 min read

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Retirement Upside

Why New Widows Need More Than Just Financial Planning

There are major planning challenges that widows face, but it’s important to allow time for grief.

2 min read
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Retirement Upside

The Annuity Sales Tactic That’s Backfiring on Advisors

The behavioral psychology technique of “social proof” has real persuasive power in many contexts, but not so much for selling annuities.

2 min read
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Advisor Upside

What to Do When Clients Struggle With Gambling Issues

Wealth managers can often be the first point of contact when a client exhibits or admits problem behavior.

1 min read

Retirement Upside

Why Money Alone Can’t Guarantee a Happy Retirement

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

2 min read

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