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Advisor Name, designations

Financial Professional

 

Prudential Advisors

236 Broadway

Menands, NY 12204

 

Phone:  800-243-5334

Fax:      800-720-0780

 

 

Email: sales@ltmclientmarketing.com

Website: letstalkfinancialwellness.com

July/August 2024

What Will They Do with Their Inheritance

What Will They Do with Their Inheritance

The children of baby boomers are set to inherit significant wealth from their parents over the next decades.


How do they plan to use their inheritance?

  • Pay off debt: 37%

  • Supplement retirement savings: 35%

  • Pass it to others: 26%


How do they feel about handling their inheritance?

  • Very comfortable handling a windfall: 39%

  • Not prepared to handle a windfall: 58%


Source: Dailymail.com, October 2023


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