retirement

Advisor Upside

Social Security COLA Projection Jumps on Hot Inflation Data

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

2 min read

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Retirement Upside

How Dividend Investing Fits Into Retirement Portfolios

The consistent payment of dividends indicates business stability and therefore offers predictability, which is naturally appealing to retirement investors.

2 min read
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Advisor Upside

Inside Cetera’s New $19B Employee-Advisor RIA

The new advisory practice, dubbed Cetera Planning Partners, combines Avantax Planning Partners and the Retirement Planning Group to expand services.

1 min read
Advisor Upside

Forget Allowances, Most Teens Want to Know How to Invest

It’s a prime opportunity for advisors who are looking to court the next generation of clients, according to a recent Schwab survey.

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

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

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