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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Developing a comprehensive plan can help "avoid the negative compound interest effect in a declining market."
January 8 -
The global wealth manager was drawn to the Boston-based RIA’s impact investing and OCIO businesses.
January 8 -
More clients are opting to work after they retire "to stay active and contribute professionally while also supplementing their income.”
January 7 -
For starters, wage income earned by those working past their full retirement age can boost tax bills and medical insurance costs.
January 6 -
“By and large, many simply have not yet saved enough to retire comfortably.”
January 3 -
Sixty percent of advisors cited estimating health care costs as one of the biggest headaches when helping retirees plan for the future.
January 3 -
Higher-than-anticipated health-care costs are among the most unexpected expenditures clients face in retirement.
January 2 -
Financial planners should at least consider modeling early retirement to prepare clients for the possibility of uncertainty, says Morningstar.
December 31 -
Contributing to these accounts makes sense for clients who anticipate higher tax rates in the future.
December 30 -
Among the new recruits is an 11-person team.
December 30
