Team photo
Centuria Financial Group

David P. McCabe,

WMCP®, ChFC®, CLU®

Financial Planner

david.mccabe@prudential.com

 

Nathaniel D. High, RICP®

Financial Planner

nathaniel.high@prudential.com

 

Nicholas J. Over, CFP®

Financial Planner

nicholas.over@prudential.com

 

Sara E. Martin

Operations Manager

sara.martin@prudential.com

 

Jennifer A. McCabe

Client Service Specialist

jennifer.mccabe@prudential.com

 

Centuria Financial Group

2333 Baltimore Blvd Suite B

Finksburg, MD 21048

 

Phone:  443-952-7232

July/August 2024

What Will They Do with Their Inheritance

What Will They Do with Their Inheritance

The children of baby boomers are set to inherit significant wealth from their parents over the next decades.


How do they plan to use their inheritance?

  • Pay off debt: 37%

  • Supplement retirement savings: 35%

  • Pass it to others: 26%


How do they feel about handling their inheritance?

  • Very comfortable handling a windfall: 39%

  • Not prepared to handle a windfall: 58%


Source: Dailymail.com, October 2023


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David P. McCabe, Nathaniel D. High, and Nicholas J. Over are Financial Planners with, and offer securities and investment advisory service through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.
LPLE and LPL Financial are not affiliated with Centuria Financial Group.
This newsletter is general educational information provided by a Prudential Financial Professional and is not intended to market or sell any specific products and services, but rather provide general information about the subject matter covered only.
Centuria Financial Group and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.

The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.