What financial questions are every generation asking? Over the course of this three-part series, there will be something for everyone! Every generation has a different set of scenarios and priorities they are facing. Today, we’ll focus on six common financial questions Baby Boomers are asking (and then in future episodes we’ll dive into the questions Gen X and Millennials are facing). These are generic questions that David hears every day in his office, but remember that broad advice doesn’t always apply to your unique situation. Be sure to reach out to a financial advisor to find out the answers to these questions are for you.
Make sure to address each of these questions if you are a Baby Boomer so you can feel confident in your financial plan as you near, enter, or continue on in retirement. Know what your plan is, understand your risk, think about the retirement lifestyle you want, and identify the right path for your financial future.
Here’s some of what we discuss in this episode:
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CONTACT US
OUR LOCATION
10975 Grandview Drive
Building 27, Suite 190
Overland Park, KS 66210
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