Generations
What are people your age thinking about, planning for and mitigating against?
Leading Boomers: Peak Accumulators (60-69)
- Paying for long-term care services
- Protecting retirement portfolio
- Offsetting reduced Social Security if 1 spouse dies
- Paying for burial/funeral
Trailing Boomers: Growing Wealth (51-59)
- Replacing work income
- Preparing for long-term care during retirement
- Paying off mortgage or other debts
- Retirement savings
Generation X: Starting Wealth (36-50)
- Replacing work income
- Paying off mortgage or other debts
- Retirement savings
- Kids’ education
Millennials: Young Savers (18-35)
- Replacing work
- Paying off mortgage or other debts
- Saving for retirement
- Saving for kids’ education
We get to travel with our clients through different phases of their lives. Nobody ever wishes they waited longer to start planning. The time is now.
