A Massive Wealth Transfer Is Coming. Americans Say They’ll Need Help Managing It

barrons.com/advisor/articles/wealth-transfer-coming-5557abee

Americans aren’t ready for the windfall that might be coming their way. That’s the main takeaway from a new survey by Citizens, which polled more than 1,500 people about how prepared they feel to handle a large influx of money.
Seventy-two percent of respondents say they don’t feel confident in their ability to manage such an event on their own, highlighting the potential…

This story appeared on barrons.com, .
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