As baby boomers head deeper into retirement, financial experts say we are on the verge of a “great wealth transfer.” By 2048, approximately $105 trillion in assets will be transferred to heirs as the ...

“When most people think of generational wealth, they’re thinking, ‘I own this home that’s worth $600,000 with a $500,000 mortgage. I’m going to work to pay down my mortgage to 0, that way then I can ...

Jay Hughes, a pioneer in family wealth, shares the five capitals he believes keep fortunes from fading.

When ChatGPT was asked to define generational wealth, it explained it as “assets and financial resources that are passed down from one generation to the next, providing ongoing financial stability and ...

As the old saying goes, you can’t take it with you. But at the same time, leaving something to your kids is nice too. But the kids of Gen X — Gen Z and some millennials — might be in trouble, ...

Statistics reveal that 70% of wealthy families lose their wealth by the second generation, and 90% have exhausted it by the ...

Black entrepreneurs and franchise leaders gathered at the Reginald F. Lewis Museum in Baltimore on Sept. 27 to explore how ownership and franchising can create generational wealth. Now in its 11th ...

CA Nitin Kaushik, in his latest tweet, extensively discussed about this generational wealth, that sits quietly on a family's ...

According to a recent survey by Credit Karma, 20% of Gen Z and 25% of millennials said they're doing or plan to do a “no buy” or “low buy” challenge because they are planning to grow their family. A ...

One of the greatest joys in my role as a Certified Financial Planner™ and Certified Kingdom Advisor® is guiding clients as they discover the deep satisfaction that comes from giving money away. That ...

The Trump savings program will create investment accounts seeded with $1,000 for children born between 2025 and 2029. The accounts will be invested in a low-cost index fund, allowing parents to ...