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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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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