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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As the season comes to a close, check out these recommendations for advisors and clients.
August 20 -
Retirement savers stand to lose more from the panic-driven selloff that comes before a recession than the actual market downturn itself, writes an expert.
August 19 -
Clients who outlive their retirement savings are among those most at risk.
August 16 -
The cost of health care before retirement is inherently more volatile than after, according to an expert.
August 15 -
Depending on where they live, retirees can expect their six-figure savings to last more than two decades, data shows.
August 14 -
Seniors are advised to combine multiple tax-deferred accounts, such as traditional IRAs and 401(k)s.
August 13 -
Clients who retire early are more likely to experience bouts of anxiety and self-doubt.
August 12 -
Seniors living overseas are advised to enroll before moving back to the U.S.
August 9 -
Of the 25 new ETFs, the majority come from JPMorgan and investment company Direxion.
August 9 -
The new recruits bolted from Morgan Stanley after nearly 20 years with the wirehouse and its predecessor firms.
August 9