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Tag Archives: Generation X

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  2. Entries tagged with "Generation X"

Five Financial Questions to Ask Your Future Spouse

Articles, Financial Planning, VideoBy Deb KriebelSeptember 12, 2014

Your wedding is approaching, and you’re getting excited. You and your future spouse have talked about where you want to live, how many kids you want to have, and what kind of lifestyle you’d like to enjoy. But have you discussed your financial health? Numerous surveys have shown that money is one of the main…

Four Tips for Saving for College

Articles, Financial Planning, Wealth ManagementBy Mindy GasthalterAugust 1, 2013

Generally, there are four ways to save for college: UTMA (Uniformed Transfer to Minors Act) or UGMA (Uniformed Gift to Minors Act) accounts Pre-paid tuition plans College savings plans Coverdell Education Savings Accounts (ESAs)

How to Start a Farm: Advice from a Financial Planner

Articles, Financial Planning, Wealth ManagementBy Deb KriebelMay 24, 2013

You probably remember the 1960s sitcom Green Acres, and its catchy theme song: Green Acres is the place for me, Farm living is the life for me. Land spreading out so far and wide, Keep Manhattan just give me that countryside.

How to Take a Tax-Deductible Vacation

Articles, Financial Planning, Wealth ManagementBy Mindy GasthalterMay 1, 2013

As my clients, friends, and colleagues know, I love to travel. While my vacations have not (unfortunately) been tax-deductible, they have been memorable experiences that will stay with me forever. For that reason, I often encourage my clients to take vacations; after all, we don’t know when our health will change and we’ll no longer…

A Financial Check-Up for Generation X

Articles, Financial Planning, Wealth ManagementBy Pinnacle Advisory GroupMarch 7, 2013

Those in Generation X (myself included) were born between 1965 and 1979, which means that our ages range from 33 to 48. This is a tremendously important time period in our lives. Many of us get married, have kids, watch them grow up, and send them off to college.

Financial Planning for Generation X

Articles, Financial Planning, Wealth ManagementBy Pinnacle Advisory GroupJanuary 16, 2013

We are adults in our 30s and 40s, born between 1965 and 1980 (Generation X). As children of the Baby Boomers, we benefited from our parents’ desire for us to go to college and further our education, even if they had not gone to college themselves. However, when the first Gen-Xers entered high school, America was…

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