Gen Z's Ambitious Retirement Goals

Photograph of young professionals taking an escalator upwards

Retire at 59? Here’s why Gen Z is ‘confident’ they can do it | BenefitsPRO

Northwestern Mutual just released a study that found Gen Z-ers hope to retire earlier than generations before them. Learn more about the study and some insight Josh Dorfman shared on how advisors can help them reach their goal.

Budgeting for the Holiday Season

Josh Dorfman had the honor to share holiday spending tips on air with LiveNOW from Fox. Check out the full interview for a few thoughtful and budget-friendly gift ideas and how to start the new year on a strong financial foot!

Financial Planning for Couples

Josh Dorfman had the opportunity to speak with Melanie Hastings on WJLA about handling money discussions with your significant other. Check out the video interview and corresponding article to hear thoughts on how to merge finances with a partner, plan for goals together, and develop compatible spending and savings habits.