Multi-generational Financial Planning
Generation 1:
Wealth Transfer, (approx. age 75+)
Example: Grandparents – Concerned with efficiently transferring wealth to their beneficiaries.
Generation 2:
Retirement Ramp Up, (approx. age 50–60)
Example: Parents – Focused on increased retirement savings, now that they are done funding their children’s college.
Generation 3:
Financial Foundation, (approx. age 20–35)
Example: Children – Out of college and looking to consolidate debt, enroll in employer benefits, and establish a savings plan.
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