Forward Thinking
Insights for family financial success
Great Wealth Transfer's Impact on Corporate America
Fortune recently published an article “How the Great Wealth Transfer could quietly disrupt corporate America’s leadership pipeline” which has an interesting...
Women and the Great Wealth Transfer
Broadly speaking, we’ve been talking about Mom and Dad and Grandma and Grandpa when discussing the Great Wealth Transfer. And that makes sense, it’s a...
Leveraging Inheritance for Home Ownership
The WSJ recently had an article titled “In California, About the Only Way to Get a House Is to Inherit One” which doesn’t bury the lede (obviously). For those...
Live Your Legacy - Part 2
Echoing my quick Black Friday post, here’s another short one inspired by @unusual_whales on X (fka Twitter):“A record 32% of household wealth is now held by...
Live Your Legacy
Quick post on a Black Friday courtesy of @KurtSupeCPA on X (fka Twitter) who outlines a perfect case of our parents Living Their Legacy, Not Just Leaving It....
If Only...
Happy Halloween! And not to spook anyone, but according to our friends at The Morning Brew, “We regret to inform you that the kids are not all right—and by...
Household as a Percentage of Wealth
Our parents and grandparents have, generally speaking, won at the game of life. The standard of living from when they were born to today is astounding. They...
Modern Inheritance
There’s a clear reason that modern inheritance is trickier than previous generations – people are living a lot longer than they used to:In 1950, the typical US...
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