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 ...

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 ...

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 ...

Buying and maintaining a home builds an equity (ownership) stake you can pass down to your heirs. It’s especially significant nowadays when record-high home prices and elevated mortgage rates can make ...

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

When you imagine the wealthiest people you know — whether in real life or on the covers of magazines — you know that hard work or good luck (or a combination of both) likely played a role in 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 ...

To prevent family wealth from being eroded down the line, younger generations must be treated as active stewards of a legacy rather than passive heirs. It's a sobering statistic: Roughly 90% of family ...

The Justice League of Greater Lansing MIchigan has awarded 10 Reparations Scholarships totaling $25,000 to college-bound students. The recipients were selected based on their essays, academic ...