Financial Planning for Baby Boomers

You were born between the years 1946 and 1964 — part of the explosion of births that resulted from World War II vets returning home and starting families. You’re often associated with the hippies of the 60’s and TV generation of the 70’s. You grew up with American Bandstand, Bewitched, Bonanza, Gilligan’s Island, and Lassie, and went to the big screen to see The Sound of Music and Gone With the Wind. You experienced the elation of our first steps on the moon, and the tragedy of the untimely deaths of John F. Kennedy, Robert Kennedy, and Dr. Martin Luther King.

Planning for the Fiscal Cliff: Advice from the Wealth Managers

The 2012 election is over, and Americans find themselves in an unsure financial environment. The country is heading toward a “fiscal cliff” — a series of significant tax increases and automatic spending cuts that will be triggered at the end of the year. Congress and the President are negotiating a compromise solution to prevent that, but no one knows what it will involve, or if they’ll be successful at all.