Elijah returned to Financial Planning in 2025 after working as a summer intern with FP in 2023. He earned an undergraduate degree from Berea College in Berea, Kentucky, and a master's degree in data journalism from Northeastern University in Boston. His work has been published in Bloomberg News, The Boston Globe, The Texas Tribune, WCVB, WBUR, The Drive and Autoblog.
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Nearly 7 in 10 Americans say Social Security benefits should be equal for everyone, regardless of marital status, according to a new survey. Financial advisors are skeptical.
June 20 -
Despite health savings accounts being highly tax-advantaged, most savers do not fully utilize their unique benefits, new data from the Employee Benefit Research Institute shows.
June 18 -
Financial advisors say that retirement planning for transgender clients can come with its own set of considerations, beyond 401(K) contributions or Monte Carlo simulations.
June 17 -
A softening stance from the Trump administration could lead to a rise in the availability of cryptocurrency investments in 401(k)s. While some plan sponsors are considering crypto, they emphasize that investor demand will play a significant role in their decisions.
June 9 -
A unique mutual fund type is gaining ground with advisors, according to the FPA's newest survey. Advisors say the data points to a broader trend of planners shifting away from investment management.
June 6 -
A relatively small fraction of financial advisors can speak languages other than English, making multilingual planners a distinctly valuable asset for firms looking to attract and retain clients.
June 4 -
A TIAA Institute survey found that the average U.S. adult cannot answer a majority of retirement-related questions. Financial advisors say that's a problem.
June 2 -
As Gen Z navigates student debt, housing costs and a slew of other financial pressures, many have become disillusioned with the possibility of retirement. Financial advisors say that can make planning difficult, but not impossible.
May 30 -
Expanded 529 plans and pass-through deductions are a boon for the wealth management industry, but the sweeping tax bill comes with its challenges.
May 29 -
Retiree income in the U.S. lags far behind the national median for household earnings, but these top cities are bucking the trend, according to a new SmartAsset study.
May 27