"When I can help a Gen X client see that the way they’ve been coping was a completely logical response to what they lived ...

As they inch closer to retirement age, Generation X, those born between 1965 and 1980, is increasingly surfacing in discussions of financial planning and retirement. Not too long ago, Gen X rarely ...

One of the most interesting trends taking place in the financial services industry is that planners are starting to see a growing number of Gen X prospects rather than the more traditional baby boomer ...

Therapists are seeing more Generation X clients addressing chronic stress, relationship reevaluations, burnout, financial anxiety, and unresolved childhood wounds. Once hesitant to seek help, many are ...

For many advisors working with Gen X and older millennial clients, portfolio construction and retirement income are only part of the job. As they build deeper relationships with households in their ...

Dr. Preston D. Cherry is the founder and president of Concurrent Financial Planning where he strives to help clients align their money goals with their life’s purpose, with the ultimate goal being to ...

The subtitle of a recent FINRA Investor Education Foundation report accurately depicts the conundrum afflicting Generation X clients: "Doing Alright but Feeling Bad." Processing Content The study, ...