Nathan Place is the retirement reporter at Financial Planning. A native of New York City, he has worked for more than a decade in both print and video journalism. He got his start in Beijing, where he worked as a copy editor and reporter for China Daily. He then returned to New York, where he earned his master's degree from the CUNY Graduate School of Journalism. Since then he's worked as a reporter for the New York Daily News and The Independent, as well as a video producer for the Daily Mail, the Daily Beast and Men's Journal. At FP, he covers the world of retirement, with a focus on those groups left behind by America's complex systems — and how advisors can help them.
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We asked hundreds of wealth managers what they expect for their industry in the year ahead. Here's what they told us.
January 5 -
In terms of both economics and global events, 2023 was a year of instability. In 2024, financial advisors expect more of the same — but they have a plan for how to handle it.
January 5 -
Between the diapers, doctor visits, toys, formula and the delivery itself, having a baby is expensive. How can a mother-to-be get ready?
January 4 -
Social Security is getting a 3.2% boost this month — but retirees' expenses have risen by more than triple that rate since last year.
January 2 -
From new certifications to better health, here are the goals wealth managers have set for themselves this year.
December 31 -
From "You can't retire yet" to "Your husband is gambling away your savings," here are the toughest conversations wealth managers have with their customers — and how to get through them.
December 29 -
A 25-year-old engineer is already saving and investing for his future. Should he divert some of those funds to cover a down payment?
December 27 -
The year saw both progress and problems, from glitches in the Inflation Reduction Act to a controversial new rule for advisors.
December 26 -
The real estate sector has been rocky in recent years. But for those investors willing to ride out the ups and downs, these 20 funds have paid off.
December 21 -
From a kid shopping for advisor brains to a Destiny's Child song parody, here's a selection of the year's finest financial humor.
December 20
