women in retirement

Advisor Upside

Most Americans Aren’t Confident about Retirement

Photo by Mehdi Mirzaie via Unsplash

Women, near-retirees and younger retirees reported the largest drops in confidence, highlighting a growing need for highly personalized planning and education.

1 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by Cherezoff and Ljupco via iStock

Advisor Upside

Women Stand to Inherit Trillions of Dollars. They’re Still Underserved

Targeted marketing and tailored communication can build loyalty.

4 min read
Photo by Gabrielle Henderson via Unsplash

Advisor Upside

Two Thirds of Women Say They’re CFOs of the Household

More women are planning for retirement, which hasn’t always been the case and could open up new clients to financial advisors.

1 min read
Photo by Mikhail Nilov via Pexels

Advisor Upside

Why Women Have Less Money Saved for Retirement than Men

While saving for retirement, women have less than a third the median assets as men and face unique challenges, according to a new survey.

2 min read

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