Generational Wealth Considering the size of the baby-boomer population, more wealth than is typical is about to start passing to another generation…an estimated $4 trillion over the next two decades “Those transferring wealth should be preparing...
By Patrick Amey Last week we met with a couple who had one question in mind, “What are we doing?” The husband works with a Big 4 accounting firm and the wife is an account executive at a mid-sized marketing firm. Their oldest child just started grade school, the...
By Stewart Koesten Somewhere between $30 trillion to $40 trillion is expected to transfer from baby boomers and their parents to their heirs over the next 40 years. If you are in line for a piece of this wealth transfer pie, consider three key points to wisely balance...
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