SNEAK PEEK: “The Economic Storm of 2022 and Your Wealth”

Recession, inflation, rising interest rates. Wondering what today's economic challenges mean for you? In this highlight, you’ll get a sneak peek into Edelman Financial Engines’ new webinar, “The Economic Storm of 2022 and Your Wealth,” a round-table discussion hosted by Jean Chatzky and featuring w…

What is a good early retirement package and should you take it?

To avoid layoffs, some companies are choosing to offer early retirement packages to some employees.In this highlight, Soledad, Jean, and Edelman Financial Engines wealth planner John McCafferty discuss what a good early retirement package can include, and what to consider if you’re offered one.

The do’s and don’t’s of open enrollment

With open enrollment season right around the corner, Jean, Soledad, and Edelman Financial Engines wealth planner John McCafferty discuss considerations to make when it comes to long-term and short-term disability, life insurance and 401K contributions. Neither Edelman Financial Engines nor any o…

What should you expect from your year end review with your financial planner?

Edelman Financial Engines wealth planner John McCafferty walks Jean and Soledad through what should be on your year end financial review checklist including your current financial plan, risk tolerance, and questions to ask your financial advisor about your portfolio. Investing strategies, such a…

5 things to think about before renting your house on Airbnb

If you’re thinking about renting your house on Airbnb, there are a few things to consider. Edelman Financial Engines wealth planner Rose Niang, Jean and Soledad break down what you need to know before you decide.

Could buying a second home help hedge against inflation?

Soledad, Jean, and Edelman Financial Engines wealth planner Rose Niang discuss the correlation between home prices and inflation and whether or not it's a good time to buy a second home. 

Should you take a lump sum or an annuity pension?

Are you one of the lucky people who has a pension? If you are, and you retire now, should you take a lump sum or monthly payments? And why do time and interest rates play such a critical role in this decision? In this segment, Soledad, Jean, and Edelman Financial Engines wealth planner Rose Niang e…

What is the first thing you need to do before you decide on a big purchase?

In this highlight, Jean, Soledad, and Edelman Financial Engines wealth planner Rose Niang talk about the big pinch of increased financing costs amid high interest rates, higher prices that consumers may feel on big ticket items due to inflation, home improvements, and what to consider before making…

Who benefits from rising interest rates?

Jean, Soledad, and Edelman Financial Engines wealth planner Rose Niang discuss what happens when interest rates rise and what the possible upsides are, including potential extra money for savers and social security recipients.

Withdrawal strategies in a bear market

Jean and Soledad, joined by Edelman Financial Engines wealth planner Isabel Barrow, explore the pros and cons of different withdrawal strategies and how a wealth planner could help you determine which fit your personal economy. Investing strategies, such as asset allocation, diversification, or …