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In the News
Drawing Lessons from Gen X’s Financial Missteps
CFP Board’s Lessons Learned: A Survey of American Gen Xers study found that 95% of Gen Xers reported their financial regrets have cost them money, with a median loss of nearly $100,000. CFP Board Managing Director of Research Kevin Roth, Ph.D., notes that Gen X employees can serve as mentors to the younger generation, helping them avoid costly mistakes, particularly with retirement planning.
PLANADVISEREmily Boyle
September 30, 2025