Women live longer than men, and wealth will transfer across spouses before it moves from baby boomers to the next generation.

Over the next 25 years, nearly $124 trillion will change hands, and my two sons, both Gen Z, remind me daily that methods of ...

Baby boomers still hold over half of the nation’s wealth, despite making up less than 20% of the US population.

Both givers and receivers need to be seriously strategic about communicating, understanding tax efficiency and leveraging ...

The numbers are staggering. Over the next two decades, more than $84 trillion is set to move from baby boomers to their heirs—the largest transfer of wealth in human history. For context, that’s ...

September is Life Insurance Awareness Month, a time to highlight the importance of future planning. We spoke with Nikki Cannon, a financial professional with WFG, and Candice Conley, Regional VP at ...

A huge wealth shift is underway as trillions move from older generations to younger ones, with women now inheriting more ...

A great wealth transfer is set to disrupt the financial planning services industry in the coming years. From the Nashville Business Journal: The biggest disruptor to the financial planning services ...

Six trillion bucks is a lot of money, and it’s beginning to be handed over by the richest generation Australia has ever seen – the Baby Boomers.