The Income Generation Report

Importance Of Financial Defense
March 20, 2023
Understanding and Maximizing Your Social Security Benefits
March 20, 2023

Starting about five years ago I began using the term “Income Generation” to describe the demographic encompassing my clients, prospective clients, and myself. To put it simply, the term refers to today’s generation of retirees and near-retirees. That means Baby Boomers but also older Gen Xers, who are also in their 50s now and nearing the age when they’ll need to start preparing for retirement income.