Many Mass Affluent Americans Base Financial Decisions on Unconfirmed Inheritance Expectations

A Key Wealth poll reveals that two-thirds of mass affluent individuals are making financial decisions based on inheritances they have not confirmed. Over a third say this has led them to save at least $100,000 less. The findings highlight potential risks in financial planning due to unverified inheritance expectations.

By KeyBank · PR Newswire ·

Many Mass Affluent Americans Base Financial Decisions on Unconfirmed Inheritance Expectations

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Topics: family finance retirement savings wealth management

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