Starting about five years ago I began using the term “Income Generation” to describe the demographic encompassing my clients, prospective clients, and myself. To put it simply, the term refers to today’s generation of retirees and near-retirees. That means Baby Boomers but also older Gen Xers, who are also in their 50s now and nearing the age when they’ll need to start preparing for retirement income.
Year-End Financial Planning Checklist
Americans are notorious for overspending when the holiday season rolls around, and while that may be good for the economy in the short-term, it often
