In March 2024, CBS News reported that “millennials could become the richest generation ever by 2044.” This is thanks to the $90 trillion in assets predicted to flow from one generation to the next. This transfer of wealth is a…
Read More
Understanding Inherited IRAs: 5 Things You Should Know
Inheriting an IRA can be both emotionally and financially challenging. As you deal with the grief of losing someone close to you, you might also be facing a complex financial situation. One of the critical factors that beneficiaries need to…
Read More
The Great Wealth Transfer: Preparing for an Inheritance
In the next few decades, trillions of dollars are expected to change hands as the Baby Boomer generation passes on their wealth to their heirs. “The Great Wealth Transfer refers to the massive shift of wealth from the Baby Boomer…
Read More
Don’t Count on It: 4 Reasons Why You Shouldn’t Rely on a Possible Inheritance
It’s not unusual for people to think of an inheritance as a sort of safety net. If times get tough, there’s always a chance that a rich uncle or generous grandparent will swoop in and solve all their financial problems….
Read More