Serving the Next Generation

March 2009
Journal of Financial Planning;Mar2009, Vol. 22 Issue 3, p1
Academic Journal
The article discusses the need for financial planners to change their focus from the retiring baby boom generation to Generation X. It is noted that members of Generation X have typically done very little to prepare for retirement. A comparison of the degree of retirement planning typically undertaken by Generation X and baby boom generation individuals is presented. It focuses on items such as wealth accumulation, estate planning and tax management. The image which many Generation X individuals have of the financial planning industry is also addressed.


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