Baby Boomers control about 70% of affluent households’ investments and most of that wealth is held by married couples. Over the next decade, most of that wealth is likely to change hands as most women outlive their husbands. Financial advisers can serve as a crucial resource to these widows, but there is plenty of room for improvement as an estimated 70% of women leave their financial advisers within in the first year of a spouse’s death. In this third episode of the Retirement Repair Shop, Heather Ettinger, CEO of Luma Wealth Advisors, which focuses on women, discusses how best to serve this vulnerable—and potentially valuable—group of clients.
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