women in retirement

Retirement Upside

The Surprising Retirement Planning Mistake that Starts at the SSA

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Inputting inaccurate Social Security benefit projections is a real problem in retirement planning, experts warned.

2 min read

Photo via Kitces.com

Retirement Upside

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

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

4 min read
Photo by Mehdi Mirzaie via Unsplash

Advisor Upside

Most Americans Aren’t Confident about Retirement

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

Advisor Upside

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

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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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