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61% of Boomers Feel Wealthy When They Are Financially Secure — How Gen Z Compares

How you invest often depends on your definition of wealth and your goals for later in life. An eye-opening study from U.S. Bank of active investors and aspiring investors spanning ages 18 to 59+ . ....

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How To Build Generational Wealth With $100,000

Accumulating generational wealth is a lifelong pursuit, but the benefits can help set your future generations up for financial success. And if you're starting with just $100,000, getting to millions. ....

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I'm a Financial Planner: Here Are 5 Mistakes You Must Avoid When Transferring Property to Heirs

Death is inevitable, but dying without an estate plan is not. Estate planning is a must for property owners, no matter how uncomfortable the subject might make you. The good news is that it's not hard. ....

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10 States With the Most Billionaires

There are currently 2,640 billionaires around the world worth a collective $12.2 trillion, Forbes reported. Most of the world's billionaires are concentrated in the U.S., which is home to 735. ....

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Generational Wealth: While 15% Anticipate Sizable Inheritance in Next 10 Years, These 3 Economic Factors Could Get in the Way

We are living in the age of "the Great Wealth Transfer." This perhaps uncomfortable reality is rooted in the fact that baby boomers are aging and passing away in greater numbers as the years advance.. ....

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