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Is Social Security Going To Run Out In Your Lifetime?

We get regular updates on the Social Security trust fund. In early May, the Social ...

The post Is Social Security Going To Run Out In Your Lifetime? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Thriving on the Uncertainties In Investments

We all like surprises, right? Well not exactly. We like the surprises that we want. ...

The post Thriving on the Uncertainties In Investments first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and ...

The post 9 Facts About Retirement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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What is the Net Worth of the Average Gen Xer?

November 18, 2022

Often known as the forgotten or lost generation, you might not really know what your peers have saved if you’re part of Gen X. For anyone born between 1965and 1980, current members of this generation are staring down the road at retirement in the next 15-20 years. One 2019 study from the Federal Reserve found that the average mean net worth was between $436,200 and $1.1 million.

One unique challenge facing many in this generation is the likelihood of caring for their own children and also possibly aging parents. This can place significant financial and physical burdens on people in this generation, especially if they have had to reduce their own work schedule or retirement savings because of these other commitments. Being a caregiver puts stress on the person who has stepped up, regardless of their personal desire to serve in this role. It can also throw your overall savings and retirement plans out of whack.

When comparing Gen X to other generations, they fall short in terms of general retirement savings. One big impact on this has to do with inflation and rising costs of living, which are certainly a pressure points in today’s economy. Gen X has reported in surveys and studies that the biggest financial concerns facing them have to do with the volatility of the stock market and continued inflation. Only 22% of the generation says they feel “very confident” they’ll be able to retire with their intended lifestyle.

If you have questions about how to proceed and adjust your own retirement plans as needed, meet with us to discuss all of your options. No matter where you fall in Gen X, a conversation with a financial professional could make a big difference.


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Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Is Social Security Going To Run Out In Your Lifetime?

We get regular updates on the Social Security trust fund. In early May, the Social ...

The post Is Social Security Going To Run Out In Your Lifetime? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Thriving on the Uncertainties In Investments

We all like surprises, right? Well not exactly. We like the surprises that we want. ...

The post Thriving on the Uncertainties In Investments first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and ...

The post 9 Facts About Retirement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more