hearts & wallets

Advisor Upside

Multigenerational Living Is On the Rise. Here’s How Advisors Can Help

Photo by PeopleImages via iStock

As households combining three-plus generations become more common, advisors have an opportunity to address their needs.

2 min read

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ETF Upside

Rich Investors Eschew Financial Advice, Trade ETFs Frequently

Wealthier people are less likely to value financial advice, but there are consequences to trading ETFs outside of advisory relationships.

2 min read
Photo via imageBROKER/Jim West/Newscom

Advisor Upside

Social Security Insolvency Looming Closer Than Expected

The Social Security trust funds will only be able to pay out 77% of benefits by 2034, a new report from the administration found.

2 min read
Photo by Hector Reyes via Unsplash

Advisor Upside

Who Wants to Live to 100? Not Most Americans

Just over 70% of Americans say they don’t want to live to be centenarians, afraid they won’t be able to afford the costs of longevity.

1 min read

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