A few weeks ago, I was featured in my friend Sam Becker’s piece on the Great Wealth Transfer in Fast Company. Sam poetically describes it as “massive, multigenerational avalanche of cash and assets sliding down from the Silent Generation and Boomers to GenX, Millennials, and GenZ.” This is happening behind closed doors to a myriad…
You don’t have to be as melodramatic as this post. But ask yourself: In five years, how much time would you like to dedicate to something that will likely not positively impact your life?
What advice would you give me or another 20-something-year-old entering the “real world?” Leave me a comment below. I’d love to hear your thoughts.
Life will evolve, but the essence of hope for a better life for the next generation will always remain.
Given all the benefits cash holds in 2023/2024, is cash fair competition to bonds?
Starting difficult things is much harder than finishing them. For example, looking at the introduction pages of a thick novel is much more daunting than when you’re halfway through the book. Day one of your “get back in shape” journey is much harder than week 52 when the incremental progress is much more visible. We…
In the complex arena of constant updates, our perspectives truly shape the narrative. The key lies in balancing optimism with realism, acknowledging the unpredictability that truly disrupts financial landscapes.
You know that old saying, comparison is the thief of joy? Cliche and worn out, yes, but it’s one of those timeless pearls of wisdom that will always ring true. I’m 25, and I’m starting to feel like I have nothing to show for it. My Instagram isn’t perfectly aligned with food porn or my…
Even though the credit downgrade and the current economic situation might make us wonder, looking at past experiences and what the experts are saying, it seems like we’re handling it pretty well.
I’m going to cut to the chase. In my quest to bring more awareness to legacy planning to Gen Zers and Millenials, I’ve written about two notable cases of extreme wealth, notoriety, and a lack of a solid estate plan—here and here. Today, I’ll showcase another interesting story circulating in the estate planning world regarding…
