Topic 3: The Boomer Savings Crisis

Boomers are not the “wealth transfer” generation, they are the “run out of money” generation.  View the video presentation, then take this useful quiz from FINRA and see if it changes your outlook.  A text of the video presentation is below, if you would like to review.

Supporting documents:

FINRA Investor Knowledge Quiz

A Million Is Not What It Used to Be

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