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Baby boomers collectively represent nearly half, or 44%, of the affluent investor population, and as such, are justifiably a group of great interest to credit unions and other financial service providers.

Cogent Report has been analyzing the differences between older and younger boomers for years, with a particular focus on their attitudes and behaviors toward investing and retirement planning. Our research has uncovered important differences between first wave boomers ages 58-67 and second wave boomers ages 49-57, offering insights for financial companies seeking to build and maintain relationships with this generation of investors.

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