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Are you considering passing down your assets to the next generation? Explore effective strategies for transferring your wealth, initiate the estate-planning process, and discover how estate planning c...
Senators Casey, Wyden and Schumer add clout to bill aiming to build wealth for the next generation...
Passive income is a big source of wealth for many millionaires. In fact, 47% of people who make over a ... Read more...
How and what should we teach teenagers about money, to make the next generation financially literate? That’s what CJ in Philadelphia and Teresa want to know, today on Your Money, Your Wealth®...
Birth is a sort of lottery. Babies may be born into wealth and privilege, poverty and struggle, or something in between. The question is whether, when they grow up, they will choose an occupation that...
We’re revisiting your favorite Your Money, Your Wealth topics and Derails of 2023 in this Roth and retirement investing mega-episode. Safe investing when you’re risk averse, mutual funds v...
Happy 2024 from the team at Keen Wealth Advisors! The Dow sent us into the New Year on a high note -- literally -- by hitting a new all-time high in December on the back of some very positive economic...
From "You can't retire yet" to "Your husband is gambling away your savings," here are the toughest conversations wealth managers have with their customers — and how to get through them....
In this episode of Retirement Talk: The Redefining Wealth Show, Laura Stover, RFC® and Michael Wallin, CFP® delve into what clients value most in a financial advisor. They emphasize the import...
Abstract Writing a will can improve the transmission of wealth across generations, by preventing the dissipation of assets such as a family home when divided among multiple heirs, as well as, potentia...
The end of the year is always the best time to reflect and plan. I'd like to share severalfinancial moves you should make before the new year in order to protect your wealth and hopefully grow your we...
Millionaires tend to focus on protecting wealth, saving for retirement and managing volatility....
December 3, 2023 – When I wrote my post on the “Die With Zero” philosophy in October, I dug through the Survey of Consumer Finances (SCF). I used the detailed wealth distribution dat...
Older wealth management clients fear serious health problems that could come with living longer. Advisors have a big role to play in helping them....
Americans live in a culture where money talks are taboo, but advisors can help clients overcome that and preserve generational wealth during the holidays....
[podcast-transcript possessive=”Todd’s best tips for epochal change”] Two years ago, I announced to my Expectancy Wealth Planning course community that we were about to enter epochal...
Find Out How Your Net Worth Ranks Compared To Average Savings By Age And How To Grow Your Money Faster Key Ideas Two quick ways to determine if you’re building enough wealth. How your “why...
Episode 434: In the early stages of building wealth, the key factor is SAVING. Saving is also one of the few things that you have influence to control. Sign up for free ALERTs & Market Commentary ...
Medicare is a minefield of deadlines, penalties and the potential for disastrous mistakes. Here's how wealth managers can guide their clients to safety....
J.D. Power ranks top wealth management firms for digital experience among self-directed and…...
Planning to retire early? Joe and Big Al spitball on bridging the gap to your retirement income when there’s a pension in the mix, today on Your Money, Your Wealth® podcast 456. Manley and h...
Welcome to the 192nd episode of The Free Retiree Show, hosted by wealth manager Lee Michael Murphy and interview coach Sergio Patterson. In this episode, we delve into the intricate subject of “...
Abstract A longstanding puzzle in the economics of insurance, household finance, and public policy is why so few individuals annuitize their wealth. This paper describes results from a recent survey o...
This past October 31st launch of… Pathfinders …has been two years in the making and it is a book I have wanted to bring to you since 2016 after The Simple Path to Wealth was published. W...
Will Ron and Candy in Connecticut ever be able to retire, and are Bruce and Selina in Philly saving enough to retire? That’s today on Your Money, Your Wealth® podcast 454 with Joe Anderson, ...
Retirement planning consists of 2 broad phases – accumulation and withdrawal. Early retirement is difficult to achieve because there is less time to build wealth and more years to spend. The tim...
It is time Generation X to get serious about retirement planning. The choices you make today will determie how happy, healthy and wealth a retirement you have....
With wealth being transferred between generations, a surprising number of heirs are not ready to receive an inheritance....
What's the most important thing when it comes to building wealth? Is it what you invest in? Is itwhen you start? How about your mindset? I've thought about this question a lot since I started blogging...
In the world of finance, investment quotes can be transformative, shifting the way you think about money and wealth. From guiding principles to words of caution, the timeless wisdom found in them refl...
It's officially been one year since I published my book, Just Keep Buying: Proven Ways to Save Money and Build your Wealth. The experience has been both rewarding and eye-opening and today, I am proud...
Have you ever experienced your right hand itching and wondered what that meant? You may have heard that it signifies good fortune and wealth. While there may be some truth to this belief, it’s e...
There's an old saying that goes, "Concentrate to get rich, diversify to stay rich." The idea being that you should put all of your assets into one (or a few) investment(s) to build your wealth and the...
[Editor's Note: The vast majority of the world’s millionaires have created wealth by investing in real estate. The White Coat Investor wants to show you how that’s possible for you. That&r...
If you're looking to build wealth and financial stability, diversifying your streams of income can be a powerful strategy. By generating multiple sources of revenue, you can reduce your reliance on an...
I get invites for a free dinner to listen to lawyers tell me how to protect my wealth on the reg. Is anything gained from attending these other than the meal and being scared into paying a lawyer a lo...
[Editor's Note: If the pandemic taught us anything, it’s that burnout is the No. 1 threat to your financial plan and that it could cost you millions of dollars in future wealth. That’s why...
Click here to download the transcript of Todd's best tips for epochal change! Free Instant Access Two years ago, I announced to my Expectancy Wealth Planning course community that we were about to ent...
Nontraditional financial planning model allows you to pay for the expenses you incur between now and retirement — the middle of your life — without losing the ability to build wealth....
A 529 plan is one of the best generational wealth transfer tools. Instead of just giving our kids or grandchildren money, it’s way better to give them the gift of education. Thanks to the SECURE...
Have you ever wondered, "Why is gold valuable?" From being a symbol of wealth and power, to being used as currency and a store of value, gold has a rich history that spans from ancient civilization to...
Should you hire a financial advisor? Are they worth the cost? Is now the right time? If you've ever asked yourself any of these questions, then this article is for you. With all the wealth that has be...
When I was a kid I didn't really understand status. I didn't understand why some people would grant more social value to others based on their wealth, fame, or talents. I grew up in the middle class a...