Baby Boomers

Millennials, Gen X, older workers and current retirees should all think about Social Security slightly differently in crafting their retirement plans.

A report says that boomers and Gen X-ers should expect disruptions in the labor force in the next 12 years.

Planner Matthew Boersen used youth to his advantage in appealing to older clients.

Top performing planners adopt tech tools at nearly twice the rate of the typical RIA, according to an annual study by Jefferson National.

Indeed they are. Not only are they less healthy, they are more likely to worry about not having enough funds for housing, utilities and other necessities.

The cost of home care is up over 6% this year nationwide. Are your clients living in an even more expensive state?

Step 1: Attract Gen X and Gen Y clients. Step 2: Reach their baby boomer parents.

After the tech bubble and the 2008 financial crisis, the younger generation has little reason to trust the markets.

Advisors with clients opting to stay in more expensive states need to be prepared to help them with those costs.

With strong returns and affinity among younger clients, one advisor has gone as far as to mandate the strategy.