California is about to pass down a staggering amount of wealth
California’s oldest residents are projected to pass down a massive amount of wealth in the coming years. A…
The great wealth transfer isn’t coming – it’s already here
Advisors who wait for a wealth event to introduce themselves to the next generation are already too late.…
They don’t know how to talk to their kids
The scene lasts about 30 seconds but communicates a lifetime of ultrawealthy dysfunction. Roman Roy, desperate to impress…
This couple burned through a $171K inheritance in under a year and grew their debt. How to make sure your windfall lasts
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. Inheriting a…
Third of advisers have lost ‘substantial’ assets in great wealth transfer – research
The report – surveying 2,700 advisers in 20 countries – found 46% of advisers believed the great wealth…
How the rich pass on their wealth. And how you can too
By MATT SEDENSKY, AP National Writer NEW YORK (AP) — Death and taxes may be inevitable. A big…
Adult kids are getting their inheritances sooner. How parents are doing it.
Whether it’s family meetings, early conversations around philanthropic efforts, or educational programs to teach younger people how to…
This couple burned through a $171K inheritance in under a year and grew their debt. How to make sure your windfall lasts
Inheriting a windfall may seem like a dream come true, but it can cause tremendous anxiety, guilt, and…
Critical superannuation tax reminder facing million of Aussie retirees: ‘People don’t know’
Terry Vogiatzis, Founder and Director of Omura Wealth Advisers, was recently named advisor of the year. (Source: LinkedIn/Getty)…
Investing Strategies Each Generation Is Using To Build Wealth
Building wealth is a lifelong endeavor, but it can look different at different stages. From Baby Boomers nearing…
Why More Retirees Are Planning To Leave Nothing Behind
Movies and TV have ingrained the assumption that elders will leave enough money behind for their heirs to…
Are you ready for the great wealth transfer? Many Canadians aren’t
Just 41 per cent of Canadians have had discussions with loved ones about their end-of-life wishes and only…