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Danielle Miura - 1 Miura - 1 I've - 1
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New York - 1 CNBC - 1 Wealth Watch Survey - 1

Search resuls for: "Wealth Watch Survey"


2 mentions found


☆ Preparing for the 'great wealth transfer'? 4 steps for managing an inheritance, from a CFP: 'It's not as simple as it might seem'
  + stars: | 2023-08-15 | by ( Isabel Engel | In Isabel--Engel | ) www.cnbc.com   time to read: +2 min
The so-called "great wealth transfer" is already underway, with over $68 trillion set to be passed down by baby boomers to their children. As a CFP, Miura helps her clients grapple with their own inheritances and transfers of wealth. Adults who expect to receive an inheritance anticipate getting an average of $738,724, according to a recent New York Life Wealth Watch Survey. The newly inherited wealth will take many forms: 58% of those expecting an inheritance anticipate receiving cash, 43% expect property and 28% expect investments. If you're among the many Americans unsure how to manage a windfall, here are four tips to help you be financially smart about your inherited wealth.
Persons: Danielle Miura, Miura, I've Organizations: New York, CNBC, Wealth Watch Survey Locations: New
☆ Here’s how much money Americans saved at every age in 2022
  + stars: | 2023-02-10 | by ( Isabel Engel | In Isabel--Engel | ) www.cnbc.com   time to read: +4 min
In 2022, Americans reported saving an average of $5,011, with millennials reporting the greatest overall savings of $6,043. In fact, 54% of adults met or exceeded their 2022 savings goals, a recent Wealth Watch survey conducted by New York Life found. Gen Z adults saved $5,833.17 overall in 2022. Generation XIn 2022, Gen Xers (ages 43 to 58) reported the lowest overall savings of $3,998.11. Yet they also report the lowest average savings goal of $4,942.46 for 2023.
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