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Robert Harding Financial Group

 

18301 North 79th Avenue D-149, Glendale, AZ 85308

 

Phone:     623-977-9823

Fax:         623-977-0181

Toll Free: 800-977-9823

 

WE OFFER INDEPENDENT UNBIASED NO-STRINGS-ATTACHED

FINANCIAL ADVICE. WE ARE COMMITTED TO YOUR FINANCIAL FUTURE!

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%


And 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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Securities and Investment Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.
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