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.
-
Taking advantage of catch-up contributions is one of several methods that can help them get back on track.
February 12 -
The HSA has become increasingly valuable for future medical expenses, "and the triple tax benefit simply can’t be ignored,” an expert says.
February 11 -
The regional broker-dealer is coming off a big recruiting year.
February 10 -
Retirees can reverse their claiming decision, but not without considering one important caveat.
February 10 -
Seniors may consider working longer or relocating somewhere where their benefits are not subject to state taxes.
February 7 -
Pre-retirees are encouraged to save aggressively and create a list of things they plan to spend their money on without remorse, an expert says.
February 6 -
Clients can void overspending by seeking out sales and discounts to lower their food and entertainment costs.
February 5 -
Advisors can use the information to build custom, values-based portfolios for their clients.
February 5 -
While it’s recommended they have at least three sources when they retire, just 6.8% of savers have done so, according to a report.
February 4 -
"Since no one has a crystal ball to predict what will happen, I advise saving money on both sides of the tax fence," an expert says.
February 3
