The Taylors, a family of four, learn about estate planning and generational wealth transfer. After an unexpected loss in the family, the Taylors turn to the Money Mentors to take control of their ...

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 baby boomers head deeper into retirement, financial experts say we are on the verge of a “great wealth transfer.” By 2048, approximately $105 trillion in assets will be transferred to heirs as the ...

I’ve spent years studying how the ultra-wealthy maintain their fortunes across multiple generations. What I’ve discovered is that most families start over financially with each new generation, while ...

If you're a homeowner over age 62, you may be sitting on your biggest financial asset while struggling to pay your bills. With inflation squeezing those with fixed incomes and retirement savings ...

FRESNO, Calif. (KFSN) -- Multigenerational households are becoming more common in America. While finances are among some of the hardest things to discuss among family members, investing in your future ...

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 ...