Baby Boomers

10,000 people will celebrate their 65th birthdays every day for the next 19 years in the United States alone starting January 1, 2011.¹

77 million: current estimate on how many baby boomers are in the United States today.²

As these baby boomers head into retirement they will look for ways to enhance their wealth and use it as a tool for themselves as well as their future generations.

They will transfer trillions of dollars over the next thirty years and will demand smart, sophisticated financial strategies including wealth management, philanthropy, and tax management solutions.

These strategies need to address:

1. Wealth Growth
2. Longer Life Expectancy
3. Volatility of the Market
4. Inflation & Higher Cost of Living

This is an example of the longer life expectancy concern; to learn more about the other issues please see case study below.

CASE STUDY: Meet Ed and Beth Madison

The Madison's are both nearing retirement, and in the past 10 years the Madisons have watched their retirement accounts suffer through two bear markets.

Read more here [PDF]

¹Annuity Digest, Jan 7, 2011
²Census Bureau, Population Estimates as of July 1, 2006