Elijah returned to Financial Planning in 2025 after working as a summer intern with FP in 2023. He earned an undergraduate degree from Berea College in Berea, Kentucky, and a master's degree in data journalism from Northeastern University in Boston. His work has been published in Bloomberg News, The Boston Globe, The Texas Tribune, WCVB, WBUR, The Drive and Autoblog.
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Middle- and lower-income retirees face a growing gap between income and long-term care expenses, forcing advisors to rethink planning strategies.
March 20 -
A well-intentioned tax move can push retirees over a Medicare income threshold, leading to thousands in unexpected annual premiums. Here's how advisors avoid these costs.
March 19 -
A recent alert from the U.S. Securities and Exchange Commission flags ongoing compliance gaps in testimonials, endorsements and third-party ratings as scrutiny shifts to real-world practices.
March 17 -
Research shows that many investors fear policy changes could hurt their retirements, but these concerns often go unspoken with financial advisors, creating a planning gap.
March 16 -
A new SmartAsset study finds that retirement savings vary widely by state in 2026. See how your state ranks.
March 13 -
Questions this season reflect confusion about 1099 income, new OBBBA deductions and retirement considerations, according to data from online expert platform JustAnswer.
March 12 -
Since President Trump took office in his second term, the expert panel advising the Department of Labor on ERISA matters has stopped meeting, and officials have not explained why.
March 11 -
After an optimistic start to the year, financial advisors' confidence in the economy and other key indicators fell sharply in March as the United States escalated its bombing campaign in Iran.
March 9 -
New Tax Foundation research reveals which households and regions gain most from President Donald Trump's One Big Beautiful Bill Act.
March 4 -
New data from J.P. Morgan reveals how retirement expectations diverge from reality, and what that means for advisors helping clients navigate life after work.
March 2 -
Private equity in 401(k)s may face significant liquidity strains, reducing returns and complicating plan management, according to new Morningstar research.
February 27 -
President Donald Trump unveiled a federal plan offering government-backed retirement accounts with a $1,000 annual match for workers without employer-sponsored plans.
February 25 -
The growth of CFP Board-registered programs, from certificates to doctoral programs, reflects the industry's shift away from commission-based models.
February 25 -
New research shows visuals and gamified tools can dramatically boost client understanding and engagement around complex retirement rules.
February 24 -
Small oversights when drafting a trust can snowball into major headaches for clients and their heirs. Here's how advisors can help.
February 23 -
A new bipartisan bill would exempt retroactive Social Security payments from federal taxes, easing a surprise financial burden for millions of retirees.
February 20 -
More retirees are going back to work amid financial pressures and economic uncertainty, an AARP survey finds. Advisors weigh in on when "unretiring" makes sense.
February 17 -
New proposals in seven states could soon subject over half of all U.S. millionaires to targeted high-earner tax rates.
February 13 -
The focus of retirement planning is shifting, according to Morningstar experts, moving away from simple saving toward bespoke decumulation strategies and guaranteed lifetime income solutions.
February 12 -
With clients expecting more from their estate planning, financial advisors are becoming the go-to source for a plurality of investors, a new survey shows.
February 10
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