Generational wealth is more than a buzz word. While young Black professionals build a life that feels aligned with them, it ...

But underneath it a generational shift in U.S. wealth hit a milestone. According to estimates by the Federal Reserve, the share of household wealth held by Gen X – those born between 1965 and ...

The goal behind amassing generational wealth is to take care of your children and grandchildren. Having an estate plan – including a will and powers of attorney – ensures that your assets will ...

That's especially true for those who feel passionate about creating generational wealth. Here’s why hedged a bit on 529 plans before, and what changed to make me see these as more attractive ...

Though a generational wealth transfer is well underway, not every young person is fortunate enough to have a fat inheritance coming their way or a fat trust to help cover the monthly bills.

PARENTS who withhold knowledge about managing assets are inadvertently preventing the next generation from maintaining any wealth they acquire. This issue was a key focus during a panel discussion ...

Their focus on tailored, forward-thinking strategies aligns with our vision, and their next-gen leadership and multi-generational ... and head of wealth management at Elevation Point.