Young middle-class Americans are quietly building generational wealth—here’s how they’re doing it without flashy jobs or big ...

As baby boomers head deeper into retirement, financial experts say we are on the verge of a “great wealth transfer.” By 2048, approximately $105 trillion in assets will be transferred to heirs as the ...

Cardone started the clip by mentioning that Walmart (NYSE:WMT) founder Sam Walton still has five children who are on the billionaires list. His children are still on that list because Walton built the ...

Many millennials and GenXers find themselves in the position of inheriting not cash, but a house, from their parents. This often comes as a burden. The adult children need to sell or rent the home if ...

For high-net-worth families, legacy planning is a powerful tool to ensure that wealth is not only sustained but meaningfully transferred across generations.

As the old saying goes, you can’t take it with you. But at the same time, leaving something to your kids is nice too. But the kids of Gen X — Gen Z and some millennials — might be in trouble, ...

Jay Hughes, a pioneer in family wealth, shares the five capitals he believes keep fortunes from fading.

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. For high-net-worth families, wealth often transcends mere ...

Listen and subscribe to Financial Freestyle on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. It's estimated that only 51% of Americans have invested in life insurance policies, ...

Black entrepreneurs and franchise leaders gathered at the Reginald F. Lewis Museum in Baltimore on Sept. 27 to explore how ownership and franchising can create generational wealth. Now in its 11th ...

The statistics are sobering. Studies show that 70% of wealthy families lose their wealth by the second generation, and 90% have depleted it by the third. Despite decades of hard work building ...

The Taylors, a family of four, learn about estate planning and generational wealth transfer. After an unexpected loss in the family, the Taylors turn to the Money Mentors to take control of their ...