tax

Financial Planning

4 Simple Ways to Pad Your Nest Egg in 2026

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Future retirees may have more opportunities this year to buoy their assets, insulating themselves from rising healthcare costs and inflation.

2 min read

Photo via Keith Birmingham/ZUMA Press/Newscom

Indicators

Small Business Owners Grow More Confident About the Year Ahead

In a survey, the National Federation of Independent Business said its small-business optimism index jumped in December.

2 min read
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Advisor Upside

Will Millionaire Taxes Send UHNW Clients Packing?

Shipping clients off to Texas or Florida, where there are no income taxes, is far from the first option advisors consider.

1 min read
Photo by Curated Lifestyle via Unsplash

Advisor Upside

How Advisors Are Tapping New ETF Strategies in 2026

If this year proved that ETFs can house almost any asset class, next year will be about putting them to good use.

4 min read

Advisor Upside

Advisors Are Watching These Tax Law Changes in 2026

Photo illustration by Connor Lin / The Daily Upside, Photos by Pixpine Mockups and Anthony Behar/Sipa USA/Newscom

New tax laws including the One Big Beautiful Bill Act present novel risks and opportunities when filing next year’s tax returns.

4 min read

Advisor Upside

When to Dump that Expensive Investment Fund

Tax-law and human behavior are complicated, but there’s a method to mitigating past investment mistakes.

5 min read

Consumer

The Airline Industry Would Rather You Didn’t Know How Well It’s Doing

Photo by Nick Morales via Unsplash

The industry just boosted its profit forecast for 2024 but warns that return on invested capital hurts the chance for sustainable profits.

1 min read

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