Boomers and Finance - US - July 2019
Covered in this report
This report examines the behaviors and attitudes of Baby Boomers as concerns the financial services industry. The report includes the following information about Millennials:
- Financial habits and attitudes
- Current financial incentives, priorities, and satisfaction
- Attitudes toward debt, homeownership, children, and retirement
"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
What you get
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