Work Life

How to Help Clients Live a Better ‘Chapter X’

Depressed upon retiring from my financial planning practice, I’ve learned and taught others what’s really needed in retirement. (By Michael Kay)

Seeking Jobs and Purpose, Fired Federal Workers Form New Networks

The focus has been to help people with similar expertise or experience navigate to their next career chapter.

An ‘SNL’ Secret Weapon Retires After 50 Years

Stephen DeMaria coordinated the construction of 10 sets per week for the iconic comedy show and never missed a deadline.

The Gen X Career Meltdown

Gen X grew up in one world only to hit middle age in a strange new land where the market value of their skills plummeted.

A Life Without Titles: An Identify Crisis or Opportunity?

Clients may need help reinventing themselves in retirement as their carefully crafted business cards become artifacts. (By Dave Buck)

Rejected by Washington, Federal Workers Find Open Arms in State Governments

States are competing to attract fired federal employees to unfilled roles, with Democratic administrations leading the charge.

Federally Employed Clients at a Crossroads

With many caught off guard by job eliminations, they need your help to make decisions affecting the rest of their lives. (By Ilene Slatko)

Trump’s Federal Resignation Program Moves Ahead After Court Win

The 75,000 government employees who volunteered for the resignation program represent about 3% of the civilian federal workforce.

Female Breadwinners Struggle to Find Work-Life Balance

An advisor describes how she helped three attorneys address career, family and retirement savings concerns. (By Bridget Grimes)

Citi’s CEO Bucks Return-to-Work Trend

Citigroup CEO Jane Fraser is maintaining a hybrid work policy and believes it could be a competitive advantage.

Latest News

N.J. Is Changing Who Has to Pay the ‘Mansion Tax’

The new state budget also increases the tax, but not as much as the governor wanted.

GoFundMe Launches Charitable Giving Funds with Vanguard, BlackRock

GoFundMe has 200 million users and could broaden the appeal of donor-advised funds for charitable giving — and centralize giving.

Warren Buffett Donates Record $6 Billion Berkshire Shares

The latest donation boosts his overall giving to charities to well over $60 billion.

BlackRock Looks to Expand Private Markets to Retirement Plans

The plans reportedly will include a 5% to 20% allocation to private assets, depending on the investor's age.

Capital Group Boosts Retirement Plan Service With Advisor-Focused Upgrades

RecordkeeperDirect additions include “fund flexibility” offering investments from other fund families.

Firms Need to Get Back to the Basics of Organic Growth, Report Urges

Some that use artificial intelligence for prospecting are reporting huge gains in lead generation.

Seniors Outnumber Children in 11 States and Almost Half of Counties

There are still more kids than older adults, but that difference is shrinking as more boomers hit 65.