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Kiplinger
Kiplinger
Business
Alvina Lo

HISTORICAL FACTS: Bouncing back new tunes for millennials trying to make it - The Untold Story

A young man works on financial planning on the sofa in his living room.

Editor’s note: This is the third article of a series about wealth planning for different generations. Part one is Talkin' 'Bout My Generational Wealth: Baby Boomers, and part two is Come as You Are: Wealth Management for Gen X . Part four will address financial planning for Generation Z.

Just as a great club DJ crafts a mix that transitions smoothly between tracks, effective wealth management for Millennials involves navigating a landscape marked by a mix of modern challenges and rebounds.

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