retirement planning

Retirement Upside

Housing Market Is Supercharging Retirement Readiness for Millennial Homeowners

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Housing wealth can be a powerful source of retirement income, but renters have a great opportunity to invest in stocks.

2 min read

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Retirement Upside

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

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

2 min read
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Retirement Upside

The ‘Not Great, But Not Bad’ Retirement Trap

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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Advisor Upside

Social Security COLA Projection Jumps on Hot Inflation Data

Oil prices are only part of the equation adding up to higher costs for American consumers, retirees included.

2 min read

Advisor Upside

Bryn Mawr’s Jamie Hopkins Weighs in on Crypto and Retirement Plan Regulations

The retirement planning expert said the inclusion of crypto and private assets in 401(k)s raises both risks and return opportunities.

4 min read

Retirement Upside

Advisors Weigh Risk, Opportunity in the Life Settlement Market

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Selling a life insurance policy alleviates one of premium payments and mismatched terms, but the process isn’t foolproof.

2 min read

Retirement Upside

The DOL’s New Proposal Is About More Than Alts in 401(k)s

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Retirement industry experts hope the proposed regulations will help put a stop to cookie-cutter lawsuits targeting well-meaning plan sponsors.

2 min read

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