Help your heirs benefit from your success by building a strong financial foundation that includes an estate plan and maximizes tax savings.

You don't have to go to these extremes, but you do have to make sacrifices to save.

Many people mistakenly think generational wealth is something only the ultra-wealthy can build. You know, the kind of people ...

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 ...

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, ...

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 ...

The Trump savings program will create investment accounts seeded with $1,000 for children born between 2025 and 2029. The accounts will be invested in a low-cost index fund, allowing parents to ...

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 ...

The great wealth transfer isn’t a one-time windfall—it’s a decades-long process. Peter Disch reveals how advisors can stay ...

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 ...