Help your heirs benefit from your success by building a strong financial foundation that includes an estate plan and maximizes tax savings.
Many people mistakenly think generational wealth is something only the ultra-wealthy can build. You know, the kind of people ...
Discover a little-known tax strategy for business owners: hiring your kids! Learn how to get a tax deduction, build ...
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 ...
It might not be flashy or loud, but you could say a quiet financial revolution is happening among the young middle class. Instead of chasing quick wins or risky trends, many are taking a steady, ...
The most significant generational wealth transfer in U.S. history is underway, with an estimated $120 trillion in assets expected to change hands over the next 25 years. While the majority of this ...
Some people appear to have a natural instinct for creating stability, making wise investments, and thinking long-term. This mindset not only generates wealth for themselves but also for future ...
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 ...
Many people I work with come to the table believing that generational wealth is something reserved for a select few—a concept reserved for the elite among us (you know the type). We might picture ...
Generational wealth is wealth that gets transferred from one generation of a family to the next. It may consist of valuable assets such as cash, real estate, securities, collectibles like antique ...