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Victoria Larson is the CEO of Vitality Investments (www.vitalityinvestments.org), where she focuses on tax-efficient retirement income planning, retirement strategies for small-business owners, key man/buy-sell agreements, wealth management and long-term care planning. She has passed the Series 6, 63 and 65 securities exams and holds life and health insurance licenses in Florida, Georgia, Illinois, Maryland, North Carolina, Wisconsin and Washington, D.C. She has a bachelor's degree from DePaul University.
Boomers made some whoppers, that's for sure. Let's take a hard look at their mistakes (did you make any of them yourself?) and use them to help the next generation get ahead.
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