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 ...

From Baby Boomers nearing retirement to Gen Z just entering the workforce, each cohort faces unique financial challenges 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, ...

Many millennials and GenXers find themselves in the position of inheriting not cash, but a house, from their parents. This often comes as a burden. The adult children need to sell or rent the home if ...

Veteran shooting coach Chris “Lethal Shooter” Matthews is renowned for training top NBA athletes, including Jaylen Brown and ...

Chartered Accountant Nitin Kaushik shed light on a surprising truth about why most family fortunes vanish within a few ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. For high-net-worth families, wealth often transcends mere ...

The statistics are sobering. Studies show that 70% of wealthy families lose their wealth by the second generation, and 90% have depleted it by the third. Despite decades of hard work building ...

The Taylors, a family of four, learn about estate planning and generational wealth transfer. After an unexpected loss in the family, the Taylors turn to the Money Mentors to take control of their ...

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 ...

After more than three decades serving clients as Abbott Wealth Management, the Kamloops-based firm has announced a major ...