Pleased to be able to share some insights into why my generation - Gen X - is feeling more anxious about being ready for retirement than others. Explore Renee’s article, where I suggest what I’ve seen in my practice. #generationX #retirementplanning
Content Strategist | Journalist | B2B/B2C Storyteller | Editor | Financial Industry Expert | Agile Enthusiast I Book: The Singles Tax, 2026 from ECW Press.
Thanks to Celeste Merey, Craig Swistun, Justin Mohareb and Craig Bannon for speaking with me for this Gen X piece for the Toronto Star. Yes, the rocking chair makes me laugh.
Karen Barbalat
6mo
Way to go, Celeste! It’s awesome to see you in the spotlight for your hard work and know-how. 💫
CEO | Board Director | Family Office Leader | Founder | Portfolio Management Evangelist
6moThis article hits the nail on the head. Generally I totally agree that older boomer-investors (like myself!) don't realize how overwhelming the choice is out there when it comes to investment products. Old hands can pretty quickly dismiss out of hand large swaths of stuff (like Canadian bank-produced Structured Product, yes I'm talking to you!). But to newbies they may look like legitimate investment options and they serve only to clutter up their consciousness and make decision making even more difficult.