As we close our second and final season of Edelman Financial Engines’ Everyday Wealth™, Jean and wealth planners Isabel Barrow and Andy Smith discuss how to plan for the right retirement for you. Included in the conversation are what considerations to make when planning, like what your vision of...

The SECURE 2.0 Act that passed in December 2022 has over 90 provisions to encourage more people to save for retirement. But weeding through those provisions can be daunting. In this episode of Edelman Financial Engines’ Everyday Wealth™, Jean and wealth planner Isabel Barrow go through some of...

It’s a brand new year full of predictions: predictions about geopolitical events, the economy, and what the stock market will do in 2024. But should you pay attention to any of them? In this episode of Edelman Financial Engines’ Everyday Wealth™, Jean and wealth planner Andy Smith discuss why...