Certified Financial Planner Board of Standards Inc.
04/12/2026 | Press release | Archived content
Gen X Tax Mistakes That Could Derail Retirement Savings
For Gen X adults ages 46 to 61, retirement is approaching quickly, but the final 10 to 15 years before leaving the workforce come with savings and tax pitfalls that experts say many are not avoiding effectively. A financial adviser can help - CFP Board's Financial Planning Longitudinal Study found that people who work with a financial advisor score higher on multiple financial health measures.
MoneywiseRebecca Holland April 12, 2026
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