Editor’s note: This is part two of a series about wealth planning for different generations. Part one was Talkin' 'Bout My Generational Wealth: Baby Boomers. Future articles will address financial planning for Millennials and Generation Z.
Wealth management is a lot like curating a personalized music playlist: It's composed of ups and downs, features a diverse array of tunes and, most importantly, it's uniquely tailored to the listener.
