While the advice and financial industry girds itself for a $90 trillion Great Wealth Transfer, only a minority of Americans expect to leave a financial gift for their descendants, suggests new ...

When my grandmother died, her property came to my mother and uncle. He unfortunately died six months later without updating his will and his second wife inherited his share of the property. During an ...

Expecting an inheritance? There are some critical questions heirs may consider asking in advance, especially when they are planning their financial future. As the CEO of Harvest Wealth Financial and a ...

Every week, Allworth Financial’s Steve Hruby, CFP®, and Bob Sponseller, ChFC®, answer your questions. If you, a friend, or someone in your family has a money issue or problem, feel free to send those ...

In the next 20 years, an estimated $84 trillion in assets is expected to change hands, with younger generations — including Gen Xers, millennials and Gen Zers and Gen Alphas — inheriting funds from ...

In America, approximately 70% of people who receive sudden wealth, whether through inheritance, lottery winnings, or legal settlements, lose it all within a few years. This startling statistic reveals ...

Receiving an inheritance or a financial gift can feel a little bit like winning the lotto. It’s easy to have already spent the lot in your head. Some of your plans might be sensible – paying down the ...

Many people who receive an inheritance don't spend it wisely, according to financial planners. It's important to come up with a detailed financial plan when you receive an inheritance. Here are the ...

Entrepreneur Eric Malka had to completely shift his mindset when he sold his company and became an investor. Since then he's learned many lessons he's now passing to his kids. When The Art of Shaving ...

Do I need a financial advisor or should I do it myself? In most cases, if you don't have the time, desire, and/or expertise required to give your life savings enough attention, a financial advisor is ...