Baby Boomers

Planners can help empower clients facing a transition that can feel "lonely and daunting."

If your clients are approaching their late 60s and wondering when to file, there is a second option where they stand to forgo the least amount of money.

Sebastian Dovey, Moderator, Conference Chair, Renée D. Brown, CMO, Retail Financial Services, TIAA, Steven Dorval, President, John Hancock Personal Financial Services LLC, Matt Fellowes, CEO, United Income, Roger Lee, CEO and Co-Founder, Human Interest

Experts point out that the two generations have more similarities than some advisors may think — and both present major potential growth opportunities.

Older clients have more assets, but younger investors are leading the digital charge.

Debt among 65-year-olds has increased by 48% between 2003 and 2015, according to research by the Federal Reserve Bank of New York.

As baby boomers exit the workforce, they perpetuate a problem that has long dogged Social Security in that there aren’t enough workers to replace them.

Salary-reduction arrangements can exclude up to $520 each month from a client’s taxable income to cover these expenses.

It's not easy to talk about health and sickness with clients, but advisors must explain the options.

It has become increasingly difficult to time the market.