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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The move can help boost income, but financial advisors say it can also bring unintended Social Security consequences.
March 3 -
With some alarm bells sounding on market risks in 2025, advisors are focusing on client reassurances and strategic planning.
February 28 -
Across the last five years of Financial Planning's 40 under 40 list, a few key insights have emerged about where the industry is at — and where it's headed.
February 27 -
The Trump administration is likely to let the SAVE plan die in the coming months. Here's how advisors can start preparing their clients now.
February 24 -
A new study found that retirees spend far less than they should from certain income sources. But researchers say financial advisors can help change that.
February 21 -
As concerns around economic instability mount, more Americans are turning to professional financial advisors to help protect their assets.
February 20 -
Competition was stiff among this year's nominees, with nearly 150 submissions from across the industry.
September 5 -
The CFP Board tracks listings on its Career Center job board to identify trends in the financial planning industry.
August 11 -
Between conflicting data points and countless buzzy 'best practices,' it's easy for advisory firms to get caught up in the weeds on the elusive business booster.
August 9 -
Financial advisors say that as more seniors work later in life, they are having to adjust their retirement planning.
August 8 -
Only 15% of respondents reported seeking financial advice from a financial advisor.
August 3 -
The popular subreddit is set to hit 16K users as a wave of young advisors goes online in search of honest opinions and advice.
August 2 -
Even with the savings, an Austin move can be complicated by differences in earnings potential and heightened property taxes.
July 31 -
Elder financial fraud has skyrocketed in recent years, but research shows that financial professionals can help fight the growing issue.
July 28 -
Despite the rate of M&A slowing in the industry, LPL says it will continue to be a "significant source of growth."
July 26 -
As markets brought fears of a recession in 2022, some firms fared better than others in limiting losses.
July 20 -
While the data isn't definitive, migration may be playing a significant role.
July 17 -
For socially-conscious planners, helping high net worth clients grow their wealth can be an alienating experience.
July 14 -
Research shows clients don't care if an advisor shares their race or gender. Advisors say otherwise. Studies examining customer attitudes about their planner's identity often run up against the reality financial professionals say they experience.
July 13 -
The deal, a mix of cash and equity, will expand the RIA consolidator's growing service offerings to clients.
July 11
