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Making the right money moves when transferring wealth to next generation - Vimarsana News

Making the right money moves when transferring wealth to next generation

Financial expert Marshall Clay from The Welch Group continues the conversation surrounding the great wealth transfer, with a focus on the ways people can transfer assets to the next generation. Specifically, the aging Baby Boomer generation

Source: waff.com
Implications of wealth transfer as aging Baby Boomer generation holds 50% of all U.S. wealth - Vimarsana News

Implications of wealth transfer as aging Baby Boomer generation holds 50% of all U.S. wealth

WAFF 48's Sean Dowling reports.

Source: waff.com
Financial expert discusses savings, investing basics for a secure financial future - Vimarsana News

Financial expert discusses savings, investing basics for a secure financial future

48's Sean Dowling reports.

Source: waff.com
Financial planner emphasizes the importance of having a will - Vimarsana News

Financial planner emphasizes the importance of having a will

Most people do not like to think about death which is why estate planning is often delayed, overlooked or ignored. WAFF 48's Sean Dowling sat down with Marshall Clay with the Welch Group to about why estate planning is important.

Source: waff.com
Financial expert explains the importance of having disability insurance - Vimarsana News

Financial expert explains the importance of having disability insurance

Financial expert, Marshall Clay from The Welch Group, explained how having this type of insurance will put money into your bank account.

Source: waff.com