Life Transitions and Generational Timelines

Walker, Lewis J.
October 2010
Journal of Financial Planning;Oct2010, Vol. 23 Issue 10, p34
Academic Journal
The article examines the convergence of demographics and economics relative to financial planning in the U.S. It states that a financial planner's goal and objective as an adviser and the tools to be embraced are colored by generational timelines. It mentions that the recent financial planners are baby boomers who do not have succession plans since they are busy studying communication methods and new tools which best apply to different generations. It states that the key trend in financial planning is the existence of true life planning across a wide spectrum.


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