Appendix B. Boomers and Money

Introduction

Entrepreneurs, corporations, and investors are interested in the financial situation of the baby boomers. Boomers are in, or about to enter, their peak earning years, and they are about to experience the biggest wealth transfer in history. There are life changes (such as a health crisis, a long-term care situation, a job loss, a divorce, adult children or siblings with financial needs) and world events that may impact their financial security. In this appendix we will share data about the financial picture of the boomers through a menu of information sources, charts, and graphs. These include entrepreneurial ventures (Motley Fool, CBS MarketWatch, BankRate.com, and Financial Engines) and corporate initiatives ...

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