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.
-
Investing in tax-advantaged accounts and automating contributions are a few strategies that could help.
October 9 -
The market information giant provides financial data and infrastructure to more than 40,000 institutions in over 190 countries.
October 9 -
The right toolkit can help clients accomplish their dreams and ease the financial burden on their loved ones.
October 8 -
Among the honors this year by NICSA are awards for operational excellence, and advances in product development and technology.
October 8 -
Students can always borrow money for school, but there are no "retirement loans" available for clients to use to fund life after work, a CFP writes.
October 7 -
Paying down debt, downsizing and reducing spending are a few ways retirees can grow their finances.
October 4 -
Clients should think of the years as empty buckets and keep the amount of income into each bucket level per year.
October 3 -
To build their wealth, retirement savers are advised to take advantage of tax-advantaged plans including 401(k)s and IRAs.
October 2 -
With millennial and Gen Z clients expected to have longer lives than their parents, securing an effective retirement horizon can have its challenges.
October 1 -
The team, featuring three industry veterans, has opened a new Washington office.
October 1
