Having enough money for retirement is the biggest financial fear among Americans today. Having enough money to pay rising medical costs is the number one fear. Baby Boomers currently account for one-quarter of the U. S. population. They account for one-third of the population. It is estimated that one-half of all existing bequests have been established since 1990.
Women make charitable bequests to religious organizations at almost twice the rate as men.
Baby Boomers will be receiving about half of their inheritance through real estate. It makes sense to mail information about gift annuities in March and September because the highest number of certificate of deposit rollovers occurs in April and October. There are 14 million single women older than 55 compared to only 4 million single men. The best way to get a married couple as a financial services client is to market to the man. Market to the woman.