This paper discusses challenges and opportunities of working with Baby Boomers entering retirement. These challenges include a serious evaluation of the social programs being delivered in this country, the public policy debate surrounding how to effectively and fairly continue this social safety net and addressing long term solutions through financial education and literacy. Other factors include a complex set of attitudes and non-financial issues the least of which is establishing a trusted relationship with members of this cohort.
|Journal||Journal of Personal Finance|
|State||Published - Jan 2005|