Generation X

More than a quarter of women in a recent survey say they are confident they will comfortably retire, while almost a third of men voiced the same confidence.

In an episode of Financial Planning’s podcast, David Flores Wilson explains how his Gen-X and Millennial client base fueled his transition from investment banking.

While retirement readiness among Americans has improved in general, Gen Xers are struggling with housing, college and medical costs, a survey finds.

In 90% of families, wealth disappears by the end of the third generation.

One tip for younger clients is to create multiple income streams that are subject to varying tax treatments.

The triple-tax savings and investment vehicle is underutilized, but can help clients save for upcoming healthcare expenses.

The plans cannot be maximized if clients fail to find ways to minimize costs in retirement.

Although the elderly often lose the most from scams, younger clients are more likely to fall victim, according to a report.

Payouts from pensions and tax-deferred accounts are usually not taxed in states without a state income tax or with levies only on interest and dividends.

A successful financial plan is contingent on the success of the whole family, according to an expert.

“Building and adhering to a budget that accounts for these types of expenses will create long-term security in retirement,” a CFP says.

Pre-retirees expect their annual health-related expenses to top $7,000 once retired, however the actual cost can be much more.

Nearly three in four defer medical treatment, get suboptimal care to avoid deductibles or skip appointments to sidestep a bill.

As the fee-based financial planning network adds more members and rolls out new services, some members raised questions about its ongoing business strategy.

The network connects advisors with clients whose financial needs have been overlooked, says the firm's CEO.

Younger investors tend to have limited assets, but that doesn’t mean their advice needs are simple.

It’s not hard to envision Gen X advisors finally achieving things that many of us hoped would happen a decade or more ago.

Career-switchers may think becoming a financial planner is an easy transition, but done improperly can pose dangers to themselves and clients.

About 19% of adults support elderly family members in some way.