Baby Boomers

The inheritance expected from baby boomers to younger Americans keeps getting bigger. One research group's estimate is already 45% higher than it was three years ago.

From baby boomers to Generation Z, Americans have a wide range of advantages and disadvantages when it comes to saving for retirement. Here's how they compare.

Clients across generations have different expectations of their financial advisors. Here's how everyone wins.

They're only 11% of the population, but older baby boomers have accumulated over $14 trillion in additional net worth since the end of 2019.

Baby boomers may be wealthier, but millennials have benefited from a number of retirement reforms, new research shows — and they still have more time to save.

Baby boomers tend to be viewed as one group. But thanks to the Great Recession, younger boomers have had a much harder time saving for retirement.

A new Fidelity report showed that despite the pressures of inflation, most people with 401(k)s kept contributions steady in the third quarter.

In recent years, a new study says, wealth in America has been transferred not from the old to the young, but from the young to the old.

According to a new study, boomers are likely to deplete their savings much faster than previous generations — but advisors can still help.

Blindly following the decades-old industry guideline is dangerous; tapping into 401(k)s if needed while delaying Social Security is smart.

Retiring before the full retirement age can result in a cut in Social Security benefits by as much as 30%, research shows.

"Inheritors are going to get killed" under the White House’s proposal to put the brakes on tax-free intergenerational transfers of wealth.

The prospect of going back to the daily grind is going to be “a really tough pill for a lot of people to swallow,” an expert suggests.

The administration's plan would eliminate a break that allows heirs to use the market value of assets at the time of a transfer, rather than the actual purchase price.

“In a good economy, older workers can work and claim later; in a bad economy, older workers are pushed out into the arms of Social Security,” an expert says.

These conversations might be uncomfortable, but early intervention and planning can help prevent major financial disasters.

Perceptions on relationships, health, and lifestyle have also changed.

Convenience accounts, power of attorney, trusts: The benefits and drawbacks are legion. Here's a guide.

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.

After developing a plan to cover their bills and emergency expenses, clients in a new marriage are advised to start working on their long-term goals.