Thank you for sharing!

Your article was successfully shared with the contacts you provided.
Red coffee cup and pad with FIRE written on it (Photo: Shutterstock)

No matter the generation, when folks are young, many dream of retiring early and living off their investment income. But something’s a little different with millennials and Gen Zers — more and more of them are literally putting their money where their mouth is and actively taking the right measures to do so.

So says Merrill advisor Jordan Ubertini, CRPC, CPFA based in Scranton, Pennsylvania. Ubertini is a member of Merrill’s NextGen Council, a group of millennial and Gen Z financial advisors and colleagues who have younger clients already preparing for retirement, many motivated by an early retirement age.



Join BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join BenefitsPRO.com now!

  • Unlimited access to BenefitsPRO.com - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
  • Exclusive discounts on BenefitsPRO.com and ALM events.

Already have an account? Sign In Now
Join BenefitsPRO
Live Chat

Copyright © 2021 ALM Media Properties, LLC. All Rights Reserved.