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Gen X

Policy turmoil, fiscal uncertainty cause retirement hesitation

Baby Boomer, Boston College, Gen X, HWmember, Retirement, Reverse, Social Security /

Policy uncertainty is pushing older Americans to delay retirement, shift to conservative investments and boost their emergency savings, according to a new survey. The findings published last week by the Center for Retirement Research at Boston College show 21% of respondents who’ve yet to retire are postponing retirement while 33% are moving to safer portfolios. […]

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How policy uncertainty is reshaping senior retirement plans

Baby Boomer, Center for Retirement Research, Gen X, HWmember, Mortgage, Retirement, Reverse, Reverse Mortgage Daily, Social Security /

Growing uncertainty over Social Security, Medicare and fiscal policy has left many older Americans more concerned about their financial futures — with some delaying retirement and shifting to more conservative investment strategies. Findings from a new survey analysis by the Center for Retirement Research at Boston College offer critical insights for reverse mortgage professionals as

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Property tax burdens vary widely as states debate senior relief

Affordability, Baby Boomer, Florida, Gen X, Housing Market, HWmember, Ohio, Property Tax, Retirement, Reverse, Tennessee, Texas /

Property taxes can feel like a minor nuisance in some states and a crushing expense in others — a reality detailed in a new WalletHub analysis. The average U.S. household pays $3,119 per year in property taxes, according to U.S. Census Bureau data cited in the report. Even renters are affected. Roughly 35% of households

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Home equity props up retirees as savings fall short

Baby Boomer, Gen X, Home Equity, HWmember, Retirement, Reverse, Reverse Mortgage Daily, Social Security /

More than one-third of working-age Americans lack access to an employer-sponsored retirement plan, and those who do have median balances of just $40,000, according to a new study from the National Institute on Retirement Security (NIRS). The analysis of U.S. Census Bureau data from December 2022 paints a stark picture of retirement preparedness for the

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Gen X investors are confident, but they often lack formal retirement plans

Gen X, HWmember, Retirement, Reverse, Reverse Mortgage Daily /

A new study commissioned by Equitable and conducted by The Wall Street Journal’s Intelligence Unit examines how Gen X is approaching investing and retirement planning. The research is based on a survey of 500 retail investors — primarily Gen X — with millennials and pre-retiree baby boomers included for comparison. Gen X includes more than

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Gen X, millennials set to inherit trillions in real estate wealth

Agent, Baby Boomer, Brokerage, Coldwell Banker, Gen X, Home Prices, HWmember, Investors, Luxury Real Estate, Millennials, Real Estate /

For years, the coming wealth transfer sounded theoretical. Now it’s showing up in closing rooms, estate sales and sudden all-cash offers as younger buyers inherit property — and purchasing power — at unprecedented scale. Coldwell Banker Real Estate released its Global Luxury 2026 Trend Report, finding that Generation X and millennials are expected to inherit

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Generational gaps in retirement plans for small-business owners

Gen X, Gen Z, HWmember, Millennials, Retirement, Reverse /

A report released Monday by Capital Group found large disparities between various generations of entrepreneurs and the retirement options available to them. The Small Business America report — based on an April 2025 survey of 1,000 small-business owners regarding their outlook and readiness to offer retirement benefits — found that overall business optimism is high

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Younger homeowners seek to redefine property ownership

Connecticut, Gen X, Gen Z, Homebuyers, HWmember, Millennials, Real Estate, Realtor.com /

Over the next two decades, roughly $124 trillion will move from baby boomers to younger generations, according to Cerulli Associates. For many millennials — amid climate anxiety and financial uncertainty — that inheritance is prompting a new question; what should ownership mean? In Norwalk, Conn., Austin and Allison McChord are testing an answer. “The first

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Saving for retirement is a ‘fragile and divided’ topic

BlackRock, Gen X, Gen Z, HWmember, Millennials, Retirement, Reverse /

As Social Security benefits face an increasingly uncertain future and living expenses for seniors continue to rise, a larger share of American workers and employers believe that “retirement confidence is fragile and divided.” That’s the key takeaway from the 10th annual iteration of BlackRock’s Read on Retirement survey, released last week. BlackRock — the world’s

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Most Gen Xers doubt their retirement readiness

Baby Boomer, Gen X, HWmember, Retirement, Reverse, Reverse Mortgage Daily /

With the oldest members of Generation X set to turn 60 by the end of 2025, many are approaching retirement with financial concerns. Northwestern Mutual’s 2025 Planning & Progress Study, released this week, found that more than half (54%) of Gen Xers born between 1965 and 1980 don’t believe they’ll be financially ready when retirement

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