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 ...

Generational wealth refers to assets passed down from one generation to another, creating a financial foundation that can create significant financial opportunities for future generations. The ...

How Christmas memories shape each generation’s attitudes and expectations about money, the Great Wealth Transfer, and how ...

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 ...

According to a recent survey by Credit Karma, 20% of Gen Z and 25% of millennials said they're doing or plan to do a “no buy” or “low buy” challenge because they are planning to grow their family. A ...

My mother never had substantial savings, investments or anything of value other than her house. It was her wish to pass on her only significant asset to her three kids: me, my brother and my sister.