Financial Planning

News and insights for advisors to help their clients improve their tax, retirement, and financial planning.

Advisor Upside

Credit Scores May Help Advisors Recognize Cognitive Decline

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Missed credit card and mortgage payments may be signs of Alzheimer’s and dementia, New York Federal Reserve research suggests.

1 min read

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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
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Advisor Upside

Just 22% of Advisors Charge for Financial Planning

Advisors that offer comprehensive services can also manage four times more in assets than their peers, according Cerulli Associates.

1 min read
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Advisor Upside

How Advisors Can Help Turn 529s Into Roth IRAs

A new law under the Secure 2.0 Act will allow unused savings from 529 education investment funds to be transferred to a Roth IRA tax-free.

1 min read

Advisor Upside

Almost Half of America Doesn’t Have Enough to Retire

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A Morningstar report found that 45% of Americans will experience retirement-funding shortfalls, motivating some to work into their 70s.

1 min read

Advisor Upside

Billionaires Inherit More Wealth Than They Make

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Newly minted billionaires got more of their money from inheritance than, well, making money, according to UBS.

1 min read

OP-ED | Power Corridor

The Largest Wealth Transfer in History Has Begun

What will it mean when Gen Z and millennials rule the world?

5 min read
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Advisor Upside

Asset Managers are Piling Into Wealth Management as the Rich Get Richer

1 min read
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Advisor Upside

Survey Defines Just What the Threshold for ‘Wealthy’ Is

1 min read

Advisor Upside

With Tax Evasion Rising Among the Wealthy, the IRS is Conducting Fewer Audits

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1 min read

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