View All (5) Articles Tagged As:  Generations

Are You Planning for Generations?

A legacy advisor helps a family plan for generations

It used to be that as a financial advisor you were doing great if you worked with your client, planned a good retirement for them and an inheritance for the children and maybe even the grandchildren. But those days are changing, giving rise to a new field of expertise: the legacy advisor. Consider  »  Read More

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Wealth Transfer Rises to $68 Trillion!

The great wealth transfer in the U.S. creates big opportunities with the next generations

The U.S. wealth transfer number has gone up. As recently as early fall of 2018, the going number for the Great Wealth Transfer was $59 trillion by 2030. But the projected wealth transfer is now an unprecedented $68 trillion over the next 25 years, according to a Fox Business article that reports  »  Read More

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7 Verses About Generations

In our Western world, we tend to think about the here and now—the immediate. It’s so much about job, career, taking the next step. There was a time, however, when people had to think beyond themselves. They had to think about generations—the people that would come behind them. Farmers would  »  Read More

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