Generation X
Couples & Money: Why It’s About More Than Dollars
Valentine’s Day has a way of putting relationships under a spotlight. The messaging is always the same—love, commitment, “forever”—often expressed as dinners out,...
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The Gen X Social Security Squeeze
If you’re a Gen X-er like me, you’ve probably noticed something unsettling about your retirement planning: you’re the first generation that will retire...
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The Great Wealth Transfer: How to Equip the Next Generation for Sustained Financial Success
Recently there’s been a statistic going around the financial press that the Boomers and Silent generation control over 50% of the net worth...
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Planning for a Future You will Enjoy: Setting Short, Mid, and Long-Term Goals for Retirement
When it comes to retirement, the earlier you start planning, the more comfortable your golden years will be. Knowing where to begin, how...
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Gen X’s Window of Retirement Planning is Closing: How to Prepare ASAP
In 2025, Gen Xers are currently between the ages of 45 and 60. As a Gen X myself, part of me still feels...
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Is Your 401(k) Balance Too High?
RISE OF THE 401(k) When I joined the workforce 23 years ago, the average American employee knew more about a 5K running competition...
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Financing the College Dream
After a prolonged and hectic application process due to the FAFSA filing this year, students have now declared where they will be attending...
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When Will the Markets Go Back Up?
What follows is a hypothetical conversation in response to the question, “When will the markets go back up?” “Are we there yet?” No....
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Two Sides of the Same Coin: Inflation and Recession
Humor me while I repeat myself. There are some points worth making more than once. Especially when it comes to inflation, recession, and...
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