Baby Boomers

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Is Generation X Financially Prepared for Retirement?

From the tech bubble burst to the Great Recession, members of Generation X have had their list of financial woes and notable setbacks impacting their long-term financial planning.


Financial Situations Among the Generations: Baby Boomers

Baby boomers, Generation X and Generation Y didn’t just grow up in different time periods. In many ways, they grew up in completely different countries. As such, the Great Recession had a unique effect on each generation. Baby boomers, who were born between 1949 and 1964, often found themselves needing to retire earlier because of a sagging job market, though plummeting property values and financial instability meant many were not as well off as they may have hoped.


Creating a Financial Plan with Baby Boomers

The U.S. is currently faced with the largest generation in its history to reach retirement. And while the baby boomers broke records due to the massive population spike, that doesn’t mean the should reinvent the age to retire.


Why Do High Net Worth Individuals Still Need Long-Term Care Insurance?

As an insurance agent working with high net worth individuals, sometimes convincing them to properly invest in their future can be a challenge.