Boomers and Finance - US - July 2019
"Baby Boomers are now the second-largest generation, but they still control most of America’s household wealth. Meeting the needs of this large and aging generation presents financial services companies with both opportunities and pitfalls alike."
- Chris Shadle, Financial Services Analyst
This report looks at the following areas:
Boomers are less diverse than subsequent generations
Financial security is the Boomer ideal
The wealthiest generation is largely satisfied, with some serious weak points
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