Baby Boomers: the Most Charitable (and Most Swindled)

Wealth Alert Staff May 18, 2018

Many baby boomers aren’t getting their due from the Social Security Administration (SSA).

This short shrift is doubly offensive because, according to recent data from Edge Research, baby boomers are the most giving generation.

The May 7 survey found that, of the 1,339 surveyed people who gave to charity in 2017, 41% were senior citizens. And senior citizens only make up 15.2% of the population.

They gave billions.

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Five Questions You NEED to Ask your Financial Advisor Right Now

Keith Fitz-Gerald May 16, 2018

Turning your money into life-changing wealth requires planning… for both success and failure. It also requires competent counsel – meaning somebody who will act in your best interests.

But, finding the right advisor is tough.

The Internet is filled with stories of predatory sales practices, manipulative management stories, and just plain incompetence. Chances are good you know somebody who’s had a bad experience, just like I do.

It doesn’t have to be that way, though.

There are great advisors out there if you know how to find them and which questions to ask to make sure you’re on the right track for huge profits rather than devastating losses.

Starting with the following – even if you’re already working with somebody you trust.

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More Headlines

  • Five Questions You NEED to Ask your Financial Advisor Right Now

    Turning your money into life-changing wealth requires planning... for both success and failure. It also requires competent counsel - meaning somebody who will act in your best interests. But, finding the right advisor is tough. The Internet is filled with stories of predatory sales practices, manipulative management stories, and just plain incompetence. Chances are good you know somebody... Continue Reading

  • Turn Market Chaos Into Tech Stock Gold With These 3 Tactics

    When we spoke back on April 20, I told you that I believe we are in the midst of a generational bull market. I still believe that. Of course, that's good news for tech investors like you - but that doesn't mean we won't face challenges along the way. The last few weeks are a good illustration of what I mean. Heck, this morning is a good illustration of what I mean. We have clearly... Continue Reading