retirement planning

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

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Retirement Upside

Why Most Americans Expect to Delay Retirement by 4 Years

Advisors say some clients are driven solely by the fear of running out of money, rather than an actual need to continue working.

2 min read
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Retirement Upside

Could Gen X Be More Scared of Retirement?

The remedy may not always be easy, but advisors can make a long-lasting difference for America’s middle child.

2 min read
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Retirement Upside

Is AI the Answer for Mass-Market Retirement Advice?

Savers with significant assets can get great retirement advice, but those of lesser means are often left out.

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

Retirement Upside

XYPN’s Michael Kitces Talks Retirement and Flipping the Psychological Switch

Photo via Kitces.com

The self-proclaimed planning nerd said the soft skills needed to talk clients about retirement are more important than ever.

4 min read

Advisor Upside

Retirees Are Facing More Problems Than Ever

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New products offer some of the retirement stability once provided by pensions, according to a new study.

2 min read

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