Chad MitchellRetirement 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.
Chad MitchellReal estate can build income, equity, tax advantages, and long-term wealth, but only when each property is measured by performance, not just ownership. Use this real estate portfolio audit to evaluate whether your assets still fit the plan.
Amanda TaylorThe 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.
Amanda TaylorOnly 16% of Gen Xers feel they've saved enough for retirement. Why the 401(k) alone isn't enough.