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What Gen X Should Know About Retirement

Generation X, typically defined as individuals born between 1965 and 1980, grew up during a time of shifting cultural and economic landscapes, marked by the rise of technology, the end of the Cold War, and significant social changes. However, all face the same retirement challenges, taxes, unexpected expenses and fees, and risk. Check out the recent article here from MSN that highlights 7 key topics that Gen X’ers should know as they head into retirement. 

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This communication is for information and educational purposes only. This is not a recommendation for the sale or investment in any product or strategy or to be perceived as individual advice. Information presented has been prepared from sources believed to be reliable but is not guaranteed and does not represent all available data necessary for making investment or tax decisions. Economic and market forecasts presented herein reflect a series of assumptions and judgments as of the date of this presentation and are subject to change without notice. Forecasts do not consider the specific investment objectives, restrictions, tax and financial situation or other needs of an individual. Actual data will vary and may not be reflected here. Accordingly, these forecasts should be viewed as merely representative of a broad range of possible outcomes. The opinion expressed by this individual is based on facts and circumstances known at this time, is subject to change and does not reflect the opinions of all financial professionals of XML. Financial professionals do not provide specific tax/legal advice and the information presented at this  should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

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