Browsing Tag
Generation X (Gen X)
58 posts
More Than a Third of Gen X Plans to Delay Retirement
New paper finds “forgotten generation” is least confident and least financially prepared; recommends policy fixes
October 28, 2025
The Top Retirement Savings Lessons from Gen Xers
Gen Xers are looking back at the financial choices they made and are urging younger workers to avoid repeating their mistakes in new CFP Board research
September 25, 2025
Gen X Falling Behind on Retirement Planning
Over half of Gen Xers say they won't be financially ready to retire even as the expect needing $1.57M in retirement, reports Northwestern Mutual
September 11, 2025
Gen X Stands as Greatest Wealth Window for Advisors
Cerulli research highlights the Sandwich Generation as the largest growth area for advisory, investment, and retirement industries
July 1, 2025
Gen X Worried Rising Cost of Living Will Hurt Retirement Plans
New Allianz Life survey finds 81% of Generation X has this worry as oldest members turn 60
January 16, 2025
Gen X Expects Needing $1M to Retire Comfortably
Yet the reality is that most expect to save around $600,000, finds Schroders
December 12, 2024
Gen X Anticipates Needing Same Income or More for Retirement
However, the study by Northwestern Mutual finds that half of members in the Sandwich generation have 3x the savings they'll need
October 29, 2024
Less Than Half of Pre-Retirees Actively Saving for Retirement
New York Life Wealth Watch Survey finds half think they’ll end up retiring later than expected due to financial concerns
September 18, 2024
Most Pre-Retirees Pushing Back Retirement Timeline
New research from F&G shows 2 of 3 pre-retirees over 50 are considering postponing their planned retirement date—and 1 in 3 of those already retired considering a return to work
July 17, 2024
Gen X to Inherit Major Wealth Transfer Over the Coming Decade
As a result, advisors will need to revisit their retirement planning and wealth strategies with Gen X clients, finds Hearts & Wallets
July 3, 2024