While most parents dream of stability for their children, for some it’s an all-in quest for generational riches, pushing ...

Younger adults are on the cusp of a historic windfall as older Americans begin passing on an estimated $38.3 trillion in ...

But theory only comes alive when it is reflected in real lives. To bring these ideas into sharper focus, I asked a few clients to share their personal experiences with money – how they were raised, ...

Homeownership in the USA has long been a way to build generational wealth, but the country’s housing market may be blocking ...

Generational wealth often gets portrayed as something for only the ultra-rich, people with massive incomes, trust funds or seven-figure investment portfolios. But financial experts say that idea is ...

Learn about the ongoing multi-trillion dollar U.S. wealth transfer and how you as a benefactor or heir can make the most of ...

A legacy should read like a beautiful story, one that includes lessons and values that outlive the balance sheet. Wealth without wisdom is poverty in the making. You can build an empire, but if your ...

When ChatGPT was asked to define generational wealth, it explained it as “assets and financial resources that are passed down from one generation to the next, providing ongoing financial stability and ...

Some people appear to have a natural instinct for creating stability, making wise investments, and thinking long-term. This mindset not only generates wealth for themselves but also for future ...

My mother never had substantial savings, investments or anything of value other than her house. It was her wish to pass on her only significant asset to her three kids: me, my brother and my sister.

Coldwell Banker Real Estate LLC, today released the Coldwell Banker Global Luxury® program's 2026 Trend Report, which finds that Gen X and Millennials are set to be the two largest cohorts to inherit ...