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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Public-sector pensions are shifting more risk onto employees through hybrid designs, variable contributions and COLA changes, transforming retirement planning for millions.
October 27 -
The Social Security Administration announced its cost-of-living adjustment for beneficiaries — a figure advocates say fails to address the reality for most seniors.
October 24 -
Millions of small 401(k) balances end up in safe harbor IRAs, where fees and low returns erode growth. But advisors can help reclaim lost savings.
October 23 -
Despite a slowdown in advisor recruitment from the first half of the year, Stifel managed to achieve record revenue for the third quarter.
October 22 -
More seniors than ever are choosing Medicare Advantage, but the growth isn't universal. In some states, most still prefer original Medicare, according to a recent SmartAsset study.
October 20 -
A clear division is emerging between smaller independent RIAs and their larger billion-dollar competitors, as some firms aggressively pursue a "one-stop shop" model for their clientele.
October 17 -
New research from the National Council on Aging found that wealth plays a major role in longevity, a factor financial advisors say can dramatically alter retirement plans.
October 16 -
After a steep decline last quarter, Citi's wealth division rebounded in the third quarter with a record level of net new investment assets.
October 14 -
Wealth management firms are rapidly adopting artificial intelligence to grow their businesses and reduce time spent on administrative work. Amid the AI boom, firms say education has become their top priority.
October 9 -
Business owners often can't rely on standard retirement strategies. Advisors explain how goal-setting, diversification and exit planning can secure their financial future.
October 8
