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.
-
Clients are advised place a deeper focus on their life goals when developing a strategy to retire.
September 16 -
If they fear a sharp downturn, seniors may want to avoid locking up their retirement accounts in long-term bonds.
September 12 -
The new recruits include a father-and-son duo in Orlando.
September 12 -
Hiring choices are having a ripple effect on compensation.
September 12 -
Seniors who negotiate for such an arrangement should consider their finances, flexibility and mutual benefits.
September 11 -
The independent broker-dealer has launched subsidiary Bluespring Wealth Partners, which promptly snapped up two practices with $550 million in client assets.
September 11 -
To correctly identify their risk tolerance, clients must not only understand how to react to risk, but also how the market environment and investment experience have impacted them.
September 10 -
Age discrimination, unpredictable life shocks and involuntary retirement casts serious doubt on the “work longer” thesis.
September 4 -
To make the most of their savings, workers should start funding their accounts as early as possible.
August 30 -
Internal hire Chuck Hastings will make the move from the firm's asset management division.
August 30
