Viewpoints about Gen X
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How to help Gen X optimize their retirement planning
Gen X workers are struggling to balance retirement planning with their other financial priorities. Learn how financial professionals and plan sponsors can help.
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Eight financial tips for your 50s
50 is the new 40, right? Absolutely! And after you turn 50, you want to be sure your finances are aging as well as you are and getting you ready for retirement. Whether you’re a little behind in your savings or ready to retire early, there are a few financial to do’s you should be aware of in your 50s.
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Six steps to help get your retirement savings on track in your 40s
Now that you’re in your 40s, use this decade to get your finances and retirement on track with these six steps.
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Thinking about moving in with your adult children? Five things to consider
Money. Caregiving. Companionship. For many reasons, parents are moving in with their adult children. Learn key factors to consider if you’re thinking about this living arrangement.
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Five factors to consider for relocating for retirement
If you’re thinking of relocating for retirement, consider these five factors for your checklist.
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Four questions to help you plan your retirement income
Retirement is a time of change. And one of the biggest changes is no longer receiving a paycheck from an employer. In retirement, you pay yourself—your savings accounts and retirement plans generally become the sources of your income. And that takes some planning. Answering these four questions can help you get started.
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Financing longevity: how saving for retirement has gotten harder
Increasing longevity has more people over age 50 reaching out for help than ever.¹ Financial professionals should be prepared to help preretirees plan economic uncertainty into their retirement saving and investment strategies.
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