gen x

Advisor Upside

‘Die with Zero’ May Be Unrealistic, But That’s Not Stopping Retirees From Trying

It’s hard to convert diligent savers into spenders in retirement, but people should be able to enjoy themselves while they can.

4 min read

Photo by Getty Images via Unsplash

Retirement Upside

Advisors Can Be Heroes for the Sandwich Generation

A quarter of Americans are caring for both children and parents. It’s both a financial and emotional challenge for clients, and advisors should make sure they take care of themselves before helping others.

2 min read
Photo by Getty Images via Unsplash

Retirement Upside

Ranking Last in Estate Planning, Gen X Risks Unforeseen Consequences

Few people born from the mid-1960s to 1980 have written a will or completed other key steps like designating someone to hold medical power of attorney.

2 min read
Photo by Getty Images via Unsplash

Retirement Upside

When Mom and Dad Retire, and Kids Still Need Financial Help

Advisors must balance helping parents protect assets without making them feel they’re abandoning their children.

2 min read

Advisor Upside

Forget Allowances, Most Teens Want to Know How to Invest

It’s a prime opportunity for advisors who are looking to court the next generation of clients, according to a recent Schwab survey.

2 min read

Advisor Upside

American Employees Are Scared of Daily Finances, Confident in Retirement

Photo by Nik Shuliahin via Unsplash

Some 90% feel financial anxiety, but many of those same people are somewhat confident they’ll be able to retire comfortably, per a Betterment report.

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by Tomwang112 and VvoeVale via iStock

Advisor Upside

Gen X Clients Need Help Saving for Retirement. What’s The Cure?

How to help the ‘Whatever’ generation boost savings and live comfortably in their golden years.

4 min read
Photo via Thomas Fuller/ZUMAPRESS/Newscom

Advisor Upside

Does Retirement Math Still Work? Goldman Warns of Growing ‘Financial Vortex’

Competing financial priorities and rising costs of living threaten to replace retirement as an economic reality for upcoming generations.

2 min read

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