For those born between 1964 and 1978, planning for the new retirement reality is particularly challenging.  According to a study by Allianz Gen Xers’ confidence in their ability to financially support all the things they want to do going forward is the…lnkd.in/gSVwckBa

Most people have no idea what financial planning is. As a result, they do not comprehend the value generated by the long term relationship with a financial advisor. Buzzwords, Proprietary Products, Projections, Your Portfolio vs the SP are all used to "s…lnkd.in/g27Mbxvg

Why specialize in GenX and why Gen X women in particular? According to a New York Life Wealth Watch survey... "Gen Xers reported the highest levels of anxiety and the lowest levels of hope when compared to other generations" From the survey, "As the “S…lnkd.in/gxy2TMcg

Thinking about this a lot lately. My youngest son Blake graduated high school last Sunday. Statistics say by the time our kids are 18, we have spent 85% of our total time together. Let that sink in for a minute. I don't know Tony Isola, but I bet I wo…lnkd.in/gQr8H8sc

Dude, Gen X is totally unprepared for retirement, survey finds -Yahoo Finance Rather than use the image with the article why not post a pic of the real "Dude" from Big Lebowski fame. While the title is clickbait, some of the surveys quoted have real val…lnkd.in/g4W5-Cj8

Only 20% of Gen X (43-58 years old) believe that they will retire like their parents. I see many reasons for this such as: non-linear career paths, ever increasing fixed expenses (health care) just to name a few. The biggest reason, by far, is lack of…lnkd.in/gYSszv5z

Financial planning for Gen X is broken. What worked for your mom and dad will not work for you. Is your plan to work until 65 and die at 72? If yes, stop reading. If no, you better understand the risks unique to our generation. Here are the big three. 1.…lnkd.in/gTVCKwe4

As a financial advisor that specializes in the complex needs of successful GenX families let me share what is on their mind. Getting "it" right. The "it" is different for every family we serve, but there are some reoccurring themes. 👉 Education. Do w…lnkd.in/gRAxY8N5

How much money will it take to feel comfortable? On this weekends Breakout Report we help you understand why this is so challenging for most of us to figure out. Link in comments to get your copy. h/t to Money Visuals for the visual #genx #womenover50…lnkd.in/g7UZbUNv

There are no Gurus. No one has a crystal ball. Believing that one exists is a wealth destroyer. Wall Street strategists forecasted a down year for stocks coming in to 2023 for the first time in decades. Inflation, Recession, Interest Rates....so much to…lnkd.in/g-J9cM_B

Are you a 1. Disciplined Investor Or 2. Collector of Stocks and Funds If your honest answer is 2, it's time to do some housekeeping. #genx #genxwomen #financialindependence lnkd.in/geuW4y35

Generation aXious? That is what the 2023 Planning and Progress study released by Northwestern Mutual called the demographic of the clients we specialize in. Nothing new here. We see it everyday (it is not always net worth dependent.) Our clients are s…lnkd.in/gnvuwsn3

"Life rewards action, not intelligence. Many brilliant people talk themselves out of getting started, and being smart doesn't help very much without the courage to act. You can't win if you're not in the game." -James Clear This has been something I have…lnkd.in/ge-9mY5B

Gen X Is Set To Inherit $29.6 Trillion — But Only 12% Expect It To Boost Their Retirement Income How can this be? The answer is Baby Boomers are living longer and as a result spending more of their assets on health care. Longevity Risk is not sexy. Bu…lnkd.in/gsfBXvJH

Who doesn't love a good crisis? We teach you how to survive AND prosper in this weeks Breakout Report. Signup link in comments. credit to MoneyVisual for the great visual. #genx #financialindependence #womenover40 lnkd.in/gdYrjxmg

It has happened to me far too many times when I worked with an older demographic. Amazing and successful people, ready to retire, came to me for advice. I had to tell them the truth. The cashflow needed to support their goals is un…lnkd.in/g4QiRyfr lnkd.in/gjk2euFN

80% of Gen Xers think they will never retire (according to a survey from Prudential Financial) Happy to announce that this is my plan. I think retirement would suck, and prefer to rid that word out of my vocabulary forever. When working with clients I…lnkd.in/gr-bSaYX

First It Was Something...Then Nothing In Sundays Breakout Report we discuss the three major crisis markets have overcome so far this year, and why the "experts" had it wrong. My goal with the weekly newsletter is to cut through the Wall Street B.S. and…lnkd.in/g7b7Wj2m

For Gen X this is interesting. According to Northwestern Mutuals study lnkd.in/g_P9yEMv GenX (over 50 in this example) says they need $1.56M to retire. Every time I read one of these studies I ask myself the same question. "How do they kno…lnkd.in/gRce6aFQ

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