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.
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Just 27% say they expect to have saved enough by the time they retire.
September 27 -
Plans can quickly deteriorate as a result of poor planning and inaccurate assumptions about the future.
September 26 -
Certain locations can help clients maintain their lifestyles — or even improve them.
September 26 -
Pre-retirees expect their annual health-related expenses to top $7,000 once retired, however the actual cost can be much more.
September 25 -
Cash flow has subsided and market conditions have changed since the fund was closed to most new accounts in 2016.
September 25 -
Savings in mutual funds, annuities and other products from banks are not covered by insurance.
September 24 -
Nearly three in four defer medical treatment, get suboptimal care to avoid deductibles or skip appointments to sidestep a bill.
September 23 -
Of the six finalists at the fourth annual XY Planning Network fintech competition, half focused on addressing concerns of younger investors.
September 20 -
Health savings accounts offer triple tax benefits, allowing clients wiggle room to save for rising health care costs.
September 20 -
The breakaways join 72 others who moved their practices to the firm in the second quarter.
September 20
