Financial Planning

Advisor Upside

Want a Crypto 401(k)? The DOL Isn’t Standing in the Way Anymore

Photo by DS stories via Pexels

The regulator nixed Biden-era guidance that discouraged 401(k) plans from including crypto and other digital assets.

2 min read

Photo by Getty Images via Unsplash

Advisor Upside

Advisors Weigh In on Trump’s ‘Big, Beautiful’ Bill

While some tax saving aspects could benefit clients, advisors said other provisions could negatively impact the economy at large.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Feedough via iStock

Advisor Upside

Advice on Life and Money from Jonathan Clements

What would you do if you found out you had 12 months to live?

5 min read
Photo by Towfiqu barbhuiya via Pexels

Advisor Upside

New Startup Offers Lending to the 401(k) for the 401(k)

Basic Capital wants to shake up retirement savings by financing multiples of workers’ contributions to increase the power of compounding.

2 min read

Advisor Upside

Who Wants to Live to 100? Not Most Americans

Photo by Hector Reyes via Unsplash

Just over 70% of Americans say they don’t want to live to be centenarians, afraid they won’t be able to afford the costs of longevity.

1 min read

Photo by Getty Images via Unsplash

Advisor Upside

Emotions More Problematic for Retirement than Finances

But there is a big reason to be concerned: Long-term care.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by JNemchinova and Ariawan Armoko via iStock

Advisor Upside

The Great Wealth Transfer’s Not Just About the Money

With generational wealth momentum poised to put $124 trillion in motion, financial advisors face opportunities and challenges.

4 min read
Photo by Bunly Hort via Unsplash

Advisor Upside

Families Brace for Student Loan SmackDown

The government is coming to collect on federal student loans. That won’t just affect recent grads — it’s a family issue.

2 min read

Advisor Upside

Don’t Fear the Reaper. Running Out of Money in Retirement May Be Scarier

Photo by Yunus Tuğ via Unsplash

Dying is one thing, but living without money is another, according to a recent survey.

2 min read

Advisor Upside

Digital Estate Planner Trust & Will Lands $25 Million in Funding

Photo via Trust & Will

Advisors tend to work with lawyers for their estate planning needs, but digital platforms can help expand those services to more clients.

1 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.

	
		OSZAR »