The Baby Boomer generation alongside the wealth of the Silent Generation are projected to transfer $84 trillion to their heirs by 2045. The majority of this wealth is expected to go to Generation X, Millennials and Generation Z. Because of this great wealth transfer, Millennials are on track to become the richest generation in our […]
Let’s be honest—nobody looks forward to tax season. Just like holiday decorations that now seem to appear at Costco in July, “Tax Season” has evolved into a full-fledged financial season stretching from mid-March into the fall (right alongside football season, of course). But as you file your taxes and reflect on the year behind you—particularly […]
Adult son of a well-to-do real estate investor began to notice that his father, Wealthy Dad (WD), was slipping. WD was becoming forgetful. He had purchased a lot of real estate in his younger days, and owned eight single family houses in one of the most expensive markets in the U.S. He gradually lost the […]
