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News
From Buffett to Beyoncé: What Celebrities Have Said About Inheritance
1+ day, 18+ hour ago (1301+ words) See what Warren Buffett, Shaq, Jay-Z and Beyoncé, Dave Ramsey and Suze Orman have to say about passing down wealth. The Great Wealth Transfer is underway in the United States. Between 2024 and 2048, an estimated $124 trillion in assets is expected to…...
Inheritance Disputes Threaten Family Wealth Transfer Study Shows
4+ day, 23+ hour ago (769+ words) Researchers emphasized that wealth transfers involve deep emotional complexities beyond financial assets. Tensions frequently emerge over perceived fairness, timing, and long-standing family dynamics regarding the estimated $124 trillion expected to pass to younger generations in coming decades. Data from AARP confirms…...
How Real Families Are Handling The Great Wealth Transfer
5+ day, 2+ hour ago (369+ words) Kiplinger is exploring the Trillion Dollar Talk. Join us to see what we've found and how we can help you. To gather insight into how families are handling this historic shift, Kiplinger commissioned an exclusive survey, conducted by research firm…...
We Asked 5,000 Americans About Inheritance and the Great Wealth Transfer. Here's What We Learned
5+ day, 3+ hour ago (675+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Our exclusive national survey on inheritance reveals how adult children and parents are — and are not — working together to make the most…...
Family wealth transfers shape generational opportunities across Australia
5+ day, 4+ hour ago (504+ words) A new evidence review by the Australian Institute of Family Studies (AIFS) examines how transfers of wealth and resources between generations can shape housing, education, employment and financial security outcomes throughout life – and why the timing of that support can…...
Tips for handing down the fortune
5+ day, 17+ hour ago (612+ words) As the two- to three-decade transfer of up to $5.4 trillion in wealth from Australia’s Baby Boomers to younger generations starts to get underway, a warning has been issued for both sides to be wary of a silver spoon’s potential dangers....
Trillions of Dollars Will Be Passed Down in the Next 20 Years and Many Families Are Totally Unprepared: What to Know and What to Do
5+ day, 16+ hour ago (1747+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Passing down the wealth you've built over a lifetime, with wisdom and grace, is good. Passing on your values along with the…...
Founder & CEO of WE Alliance Wealth Advisors on The Investment Blind Spot
1+ week, 2+ day ago (140+ words) Interview with Terry Wheeler Founder & CEO of WE Alliance Wealth Advisors Discussing The Investment Blind Spot TMJ4 News WE Alliance Wealth Advisors if founded on the belief that an integrated Family Office style approach to wealth planning is the best way…...
Foundation sticks with adviser, saves $70,000
1+ week, 6+ day ago (584+ words) The foundation's decision to stick with its longtime investment adviser came down to a familiar calculation: the price was right, the performance had been strong and members of its investment committee were satisfied. The Citrus County Charitable Community Foundation board…...
The great wealth transfer is underway: How to navigate an inheritance
2+ week, 3+ day ago (318+ words) An inheritance can feel like a windfall — until the paperwork, emotions and decisions start piling up. This is a time to pause, get organized and...