The U.S. is on the cusp of what experts call the "greatest generational wealth transfer in history," with CNBC reporting that baby boomers will leave their children $68 trillion.
Mark Mirsberger, CEO of Dana Investment Advisors, told the media outlet that baby boomers “accumulated a greater percentage of wealth than any other generation has.” The staggering statistics extend to Florida, now the nation’s third-most populated state and still known as a haven for retirees and older residents.
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