How Gen X can transform worrying about finances to flourishing [Video]

Finances of ‘the forgotten generation’

‘Catch up’ on your retirement savings

Diversify your investment account balances

Having account flexibility allows you to fund current needs and retirement simultaneously without income threshold restriction or penalty. Additionally, your assets in a taxable brokerage account receive a “step-up” in basis at death. This could lead to higher valuation and thus reduce capital gains tax for heirs. 

Set financial boundaries with family  

Work with financial professionals