Are You Planning 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
Wealth Transfer Rises to $68 Trillion!
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
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
