10 Questions with... Rebecca Ryan
- Getting real with Gen Y and X clients. Tsanadis, Andrew // Money Management;11/3/2011, Vol. 25 Issue 42, p8
The article reports that financial advisers need to take a different approach to settle financial goals for Generation X and Y.
- New School Year: Time to Educate Educators About Saving. Moore, Rebecca // Plan Sponsor News;2015, p1
The article discusses a survey conducted by market research firm Greenwald & Associates and retirement savings firm Security Benefit which revealed preference of Generations X and Y K-12 educators to learn about financial planning at work and presents views of Jim Kiley of Security Benefit.
- New science of advice. McKenna, Ian // Money Marketing;8/2/2012, p28
The article discusses the way to embrace new technology in delivering various levels of financial advice. It cites different ways of selling services to clients in their 70s and members of generation X and Y who would not buy services without understanding it. It also notes financial advise...
- Gen X Has Competing Financial Priorities. McGuinness, Kevin // Plan Sponsor News;2013, p43
No abstract available.
- Retirement Concerns of Generation X. // On Wall Street;Feb2012, Vol. 22 Issue 2, pA2
The article discusses the retirement needs of Baby Boomers, or Generation X. Baby Boomers must consider the importance of determining the amount of money they need to save for retirement. According to a study by Insured Retirement Institute, only one-third have consulted a financial advisor. It...
- 5 Steps for Gen Xers Turning 50: Retirement Scan. // Financial-planning.com;1/08/2015, p4
The article offers retirement tips for Gen Xers who are turning 50 years old in 2015. Topics discussed include suggestions to pay off one's house, take the children off the payroll, and decide which sibling will be the leader for issues with one's parents, as well as to save at least one third...
- Generation Xers face retirement challenges. Low, Michael // CMA Management;Feb2008, Vol. 81 Issue 9, p46
The article reports that members of Generation X, who were born between 1965 and 1980, are not focused on retirement planning, according to one U.S. study. The article discusses several guidelines to encourage individuals to plan ahead and save. These include taking advantage of retirement...
- Debt Defines Gen X. // Point for Credit Union Research & Advice;8/1/2006, p18
The article reports that the women members of Generation X would rather be debt-free than married. The members of Generation X are spending more than they are saving, which could have long-term repercussions on their financial futures. Sixty-seven percent of female respondents admitted to living...
- Individuals Fear Investing, Financial Planning. McGuinness, Kevin // Plan Advisor News;2013, p76
The article reports on a survey which showed that sixty-two percent of respondents said they are afraid of investing in the stock market. It was also found that more than one in two Millenials and nearly half of Generation X said they turn to web sites before financial advisers for help with...