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Financial Planning Through The Generations

Financial Planning Through The Generations

June 02, 2022

While the old sayings of, “save early” and “don’t make emotional decisions” are still sound advice, approaching wealth management through the specific lens of your life stage could be endlessly more helpful.

By breaking down financial planning at the generational level, you’ll get access to more tailored financial advice that can end up making all the difference. Moreover, this approach can give you greater clarity on setting and reaching your financial goals.

In this article, we’re focusing on four generations:

  1. Gen Z: 1997 – 2012
  2. Millennials: 1981 – 1996
  3. Gen X: 1965 – 1980
  4. Baby Boomers: 1946 – 1964