income planning

Retirement Upside

Advisors Can Be Heroes for the Sandwich Generation

Photo by Getty Images via Unsplash

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 via Bill Bengen

Retirement Upside

The Father of the 4% Rule Has New Ideas About Retirement Income

Bill Bengen never intended for the recommendation to become a baseline for retirement income spending, despite its popularity among prominent financial planners.

3 min read
Photo via GRACIE FILMS/Album/Newscom

ETF Upside

Why Income ETFs Are Having a Jerry Maguire Moment

Income exchange-traded funds are showing investors the money, and their popularity is showing no signs of slowing down.

2 min read
Photo by Krzysztof Hepner via Unsplash

Retirement Upside

Higher Energy Costs May Boost Social Security COLA Next Year

A welcome downturn in energy prices last month has reversed in July.

2 min read

Retirement Upside

New Tax Rules Are Making This Charitable Giving Strategy Even More Valuable

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The One Big Beautiful Bill has materially changed the economics of qualified charitable distributions.

2 min read

Retirement Upside

Nearly 1 in 5 Couples Leave Money on the Table in Retirement Plan Matches

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They’re foregoing an average of $757 per year, the Center for Retirement Research recently found.

2 min read

Retirement Upside

Think Retirees Face Just 7 Tax Brackets? There’s More to the Story

Photo by Ahmet Kurt via Unsplash

Medicare surcharges and taxes on Social Security benefits can catch uninformed clients (and advisors) by surprise.

2 min read

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