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.