Paola Peralta is an associate editor at Employee Benefit News. Her work covers DEI, workplace technology trends, Gen Z and workplace culture. She was previously a freelance reporter with Financial Planning, where she focused on workplace culture and diversity. Paola graduated with a bachelor's degree in journalism and political science from the University of Central Florida in Orlando.
-
“Building and adhering to a budget that accounts for these types of expenses will create long-term security in retirement,” a CFP says.
October 21 -
When searching for the right plan, it is important that retirees assume their health will one day change.
October 18 -
New recruits hailed from firms including Wells Fargo, Merrill Lynch and Raymond James.
October 17 -
Retirees often only take distributions when they are forced to do so because of the IRS’ RMD rules, an expert says.
October 16 -
Independent investment platforms are projected to lose market share to larger entrants, according to industry data.
October 16 -
Cases often go unreported because many times seniors are too embarrassed.
October 15 -
Keeping their money invested for a longer period enacts the power of compounded interest growth.
October 11 -
Clients are advised to have an emergency fund, create a monthly budget and repay their high interest debt.
October 10 -
Proactive measures, like rethinking the index used to assess seniors’ cost of living, may be called for.
October 10 -
The change, the regulator says, will facilitate greater competition and innovation in the ETF marketplace, leading to more choice for investors.
October 10
