In|Vest 2018 Direct

Zoe Sagalow covers tax and retirement issues for Financial Planning, bringing a decade of experience in financial policy and regulatory reporting to coverage that keeps advisors current on the rules shaping client strategy.

Before joining Financial Planning, Zoe's policy reporting spanned banking at S&P Global Market Intelligence, insurance at CQ Roll Call, and tax at Tax Notes Today. In 2025, she and her team at S&P Global won a Regional Bronze Award from the American Society of Business Publication Editors for Online Industry News Coverage.

As a Capital News Service reporter, Zoe was part of a team investigating nursing home discharge practices in Maryland; their series, "Discharging Trouble," was an IRE Award finalist and won two first-place MDDC Press Association awards. The investigation prompted a lawsuit from the Maryland Attorney General against the nursing home operator that ultimately led to a $2.2 million settlement and barred the company from operating nursing facilities in the state.

Zoe holds a Bachelor of Science in business and a Bachelor of Arts in journalism from the University of Maryland, College Park.

Based in the Washington, D.C., area, she spends her off hours backyard birdwatching and teaching herself piano.

Connect with Zoe on LinkedIn or reach her at zoe.sagalow@financial-planning.com.

Whether red or blue, leaders share an affinity for battling fintech giants, as the liberal mayor is pressuring regulators to scuttle Western Union's plan to buy digital transfer Intermex, shortly following PayPal's 'DEI settlement' with the Trump administration.

Prashant Sharma, JPMorgan Payments' executive director of biometrics and identity solutions, spoke with American Banker about agentic commerce and how liability is shifting as a result of large language models.

A White House official said that the president will swear in Kevin Warsh, who was confirmed as the next chair of the Federal Reserve last week, in a ceremony Friday. Fed Chair Jerome Powell will serve as chair pro tempore until that time.

The Office of the Comptroller of the Currency issued a final rule saying that federal law trumps state mandates on interest in escrow accounts for national banks, wading into an ongoing court battle. 

Crypto firms are becoming the kinds of trusted third parties bitcoin was created to get around, raising the question of what digital currencies are even for.

The Mortgage Bankers Association now predicts a Federal Reserve rate hike to arrive in 2027, as housing price growth also slows over the next two years.

In a perfect world, statutory certainty about the treatment of digital assets would be preferable to regulatory guidance. However, banks that put off their crypto plans while waiting for Congress to act risk falling behind their more aggressive competitors.

Recent news reports about the struggles of Blue Owl Capital raise real concerns about opaque private credit firms and the risks they may pose to the broader financial markets. The government needs the tools to gather more information.