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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.
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Katie Kuehner-Hebert
Katie Kuehner-Hebert is a freelance writer based in Running Springs, Calif. She has more than three decades of journalism experience, with particular expertise in employee benefits and other human resource topics.
