Financial Planning

Advisor Upside

Valuation Questions Abound As Private Assets Enter 401(k)s

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There’s a sizable gap between what everyday 401(k) plan investors expect from private-market valuations and the current industry standard.

2 min read

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Advisor Upside

How Advisors Can Help Clients Scratch the Sports Betting Itch Without Blowing Up Financial Plans

A quarter of Gen Z said they view sports betting as part of their long-term plan, and more than half have reallocated funds meant for investments into sports bets.

2 min read
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Advisor Upside

Is Good Sleep the Key to a Happy, Healthy Retirement?

There’s an increasing amount of scientific evidence pointing to the importance of good sleep hygiene for cognitive health in retirement.

2 min read
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Advisor Upside

A Fair Inheritance Doesn’t Always Mean an Equal Inheritance

Inheritance can quickly create tension and dramatic infighting, especially when a client leaves more to one person than another.

2 min read

Advisor Upside

‘Die with Zero’ May Be Unrealistic, But That’s Not Stopping Retirees From Trying

It’s hard to convert diligent savers into spenders in retirement, but people should be able to enjoy themselves while they can.

4 min read

Advisor Upside

Clients Could Spend $185,500 on Healthcare in Retirement. Don’t Panic

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The projection is up 7.5% from last year, and marks the largest annual jump in more than a decade, according to a new Fidelity study.

2 min read

Advisor Upside

IRS Eases Gift Tax Rules for Trump Accounts

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The agency is allowing some contributions to be considered “current interest” gifts rather than “future interest” gifts.

2 min read

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