Before you establish trusts or portfolios, you must codify your family values. Ask: What do we believe about work, giving, ...

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 ...

The young middle-class is increasingly adopting subtle yet effective strategies to build generational wealth. By focusing on disciplined financial habits, they are transforming everyday earnings into ...

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 ...

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 ...

This mindset not only generates wealth for themselves but also for future generations. Astrology can provide insights into ...

Listen and subscribe to Financial Freestyle on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. It's estimated that only 51% of Americans have invested in life insurance policies, ...

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 ...

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 ...