Each generation, from Generation Z and the millennials to Generation X and the baby boomers, has its own wealth planning needs and interests.
This is reflected in this issue of Well-Advised, starting with the Page 1 article on wealth planning and artificial intelligence (AI), which has captured the imagination of younger generations but is relevant for everyone.
Generation Z and younger millennials may see their aspirations reflected in a Page 4 article that looks at the promises and potential pitfalls of FIRE and YOLO, two contrasting approaches to saving and spending.
The Page 3 article on determining your retirement date is especially relevant to Generation X and may interest many boomers as well.
Baby boomers will be particularly interested in the Page 2 article on how retirement typically has three phases.
In a Page 4 article, retired boomers can learn about making in-kind Registered Retirement Income Fund (RRIF) withdrawals.
We hope you and your family are doing well and that you enjoy the fall. Please contact us whenever we can help you with your wealth management program.
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