Tag Archives | financial education next generation
family grandparents Photo by Patrick Jansen on Unsplash

Quote Of The Week: Connecting With The Next Generation

“59% of investors believe their children and grandchildren should meet their financial advisor by the age of 25.” Spectrem Group, a Chicago-based research firm specializing in wealthy investor psychology and behavior, “$25 Million Plus Investor Report,” April 2021   Does that quote surprise you? The truth is that as many of America’s well-off baby boomers age, their thoughts turn to […]

Read full story Comments { 0 }
young client 3

Helping The Next Generation Get Off To A Great Financial Start

South Florida’s youngest workers – those born between 1981 and 1997 — are rapidly falling behind their U.S. peers in saving for retirement, reports personal finance expert Donna Gehrke-White in this week’s Sun-Sentinel. South Florida Millennial and Gen X workers have saved 46% less than others in their age group across the U.S. That’s critical, because starting to […]

Read full story Comments { 0 }