Gen_X

Gen X Has a Timing Problem: Protecting Wealth at Every Stage

Amanda Taylor Published on: 14/09/2026

Your mortgage, income, business, retirement plans, and family obligations do not all create the same financial risk. The first step is understanding what actually needs protecting.

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Gen X Has a Timing Problem: Protecting Wealth at Every Stage

Amanda Taylor

Published on: 14/09/2026

Your mortgage, income, business, retirement plans, and family obligations do not all create the same financial risk. The first step is understanding what actually needs protecting.

Gen X Does Not Need Another Retirement Number

Chad Mitchell

Published on: 12/08/2026

Gen X retirement planning isn't just about hitting a savings number. Learn how to turn retirement assets into reliable income and calculate your retirement income gap.

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Retirement Income and Legacy Planning for Gen X

Chad Mitchell

Published on: 09/07/2026

Retirement accounts are not the finish line. Learn how Gen X households can think about retirement income, annuities, trusts, estate planning, and legacy strategy with a coordinated plan.

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Financial Freedom Isn't Passive — It's Controlled

Amanda Taylor

Published on: 16/06/2026

The passive income fantasy sold Gen X a definition of freedom that doesn't hold up. The real version requires less luck and more architecture. Here's the distinction.

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