Tag: financial planning

  • Gen X Has A Surprisingly Simple Retirement Plan

    Gen X Has A Surprisingly Simple Retirement Plan

    For decades, retirement has been sold as a destination. Work hard, save enough, reach the finish line, then finally have time for the hobbies you always imagined. But financial planner Benjamin Brandt keeps seeing something different with his Gen X clients. Instead of dreaming up an entirely new life for retirement, they are reaching backward…

  • The Financial Dream That Worked For Decades Is Falling Apart For Gen Z

    The Financial Dream That Worked For Decades Is Falling Apart For Gen Z

    For generations, the formula for getting ahead seemed simple enough. Work hard, get an education, save money, buy a home, invest for retirement, and gradually build wealth over time. Millions of people followed that roadmap because there was a reasonable expectation that it would eventually pay off. For a growing number of Gen Z adults,…