Millennials

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.

The Social Security retirement rate is based on their highest 35 years of wage-indexed earnings.

The 70 million-strong cohort requires nothing less than constant technological innovation.

Workers from both generations share similarities — and financial pressures — when planning for retirement, writes an expert.

Female clients should start as early as possible and take advantage of the employer match, contributing at least 15% of their income.

With Portfolio Intelligent Income, the discount brokerage is shifting some of its focus toward clients ready to spend their investments.

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.

Helping clients develop a solid investment strategy is an important step to help them survive market volatility.

Younger clients who adopt an overly conservative investment approach are advised to consider diversified, low-cost equity products to boost returns.