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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Working from home doesn’t have to mean all work all the time.
March 31 -
Seniors should focus on what they can control — such as their reaction to market volatility and their long-term savings.
March 30 -
In some cases, workers who have received severance pay have the option of investing the money for retirement and other long-term goals.
March 26 -
Older clients are advised to take extra steps to protect their finances as the current crisis may leave them prone to making poor financial decisions.
March 25 -
“[By extending the tax deadline], they automatically extended the deadline to make an IRA contribution last year,” an expert says.
March 24 -
Whether you’re in search of a roadmap, strategies — or peace of mind for your clients — these recommendations fit the bill.
March 24 -
Clients are advised to minimize spending and tap possible sources of cash and credit, including their tax refund.
March 23 -
Market plunges are normal and stocks are likely to recover and earn a positive return over the long term, says an expert.
March 20 -
“I don’t think the volatility will be over until we’re finished with this virus,” one RIA says.
March 19 -
Many advisors aspire to serve the coveted group without really understanding their needs, wealth management marketing entrepreneur April Rudin says in an episode of Financial Planning’s Invest Podcast.
March 19