retirement

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

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Advisor Upside

Can Advisors Do More to Combat Elder Financial Abuse?

Advocates are urging lawmakers to empower financial advisors and bankers to help protect clients from fraud or abuse.

2 min read
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Advisor Upside

Americans’ Confidence in a Comfortable Retirement Is Waning, New Report Shows

Data from EBRI shows Americans fear they lack sufficient savings and worry about the stability of Social Security and Medicare.

2 min read
Advisor Upside

Advisors Tackle Decumulation as Americans Boom Into Retirement

As baby boomers flood the retirement ranks, advisors sharpen their asset distribution skills.

5 min read

Advisor Upside

An Effective, Unpopular Way to Help Fix Social Security: $100K Cap

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Limiting a couple’s benefit to $100,000 would plug up to a fifth of the solvency gap without affecting many current retirees.

2 min read

Advisor Upside

Are Clients in Denial About Retirement Healthcare Costs?

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Scary stats about the cost of health care in retirement drive many to simply ignore the issue, resulting in missed planning opportunities.

2 min read

Retirement Upside

Why More Medicare Advantage Plans Are Trimming Benefits

Photo illustration by Connor Lin / The Daily Upside, Photos by Paul Campbell and Vovashevchuk via iStock

After years of aggressive expansion, many Medicare Advantage plans are recalibrating popular extras and changing costs.

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photo by Thanumporn Thongkongkaew via iStock

Alternatives

From Crypto to Private Credit, Alts Attract Millennials Flush with Inherited Wealth

Rather than sticking with stocks and bonds, millennials are seeking higher returns from alternatives like crypto and private credit.

4 min read
Photo via Kyle Mazza, Kyle Mazza/ZUMAPRESS/Newscom

Personal Finance

Trump’s Retirement Savings Plan Offers Potential Bonanza for Firms Like Fidelity

If the accounts come to fruition, they could achieve a longtime goal of industry advocates and policymakers on both sides of the aisle.

2 min read
Photo by Jacob Wackerhausen via iStock

Advisor Upside

The Age of 401(k) Cross-Selling Has Arrived

RIAs with retail wealth management arms and retirement plan consulting divisions are finding new synergies.

2 min read

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