Go to page: Are you ready for the great wealth transfer?From: REAP, LLC. | Retirement & Estate Advisors & Professionals
As baby boomers officially enter their golden years of retirement, their Generation X and millennial offspring stand to inherit trillions of dollars in total combined assets, according to many financial estimates.
How should each generation prepare for this historic transfer of wealth?
Baby Boomers: Set Expectations
Whether they have a substantial legacy to leave behind…
From: www.cnn.com
What’s the best way to measure the market? CNN’s Jon Sarlin explains why the Dow is outdated and doesn’t actually reflect what’s happening with stocks, much less the economy.
From: blog.planetoffinance.com
If there is one thing that stresses almost everyone it’s money. It seems as though there are constantly bills to pay and the hours you work aren’t always turning out the way you hoped. So, what can you do? Don’t worry because financial success isn’t as elusive as you might think. In this article, we are going to look…
From: www.wealthmanagement.com
According to court documents obtained by The Blast, recently deceased star Burt Reynolds intentionally left his 30-year-old son, Quentin, out of his will and named his niece, Nancy Lee Brown Hess, executor of his estate.
Though it may be our first instinct to jump to conclusions about the nature of Reynolds’ relationship with the adopted son…
Go to page: How to raise financially savvy kidsFrom: REAP, LLC. | Retirement & Estate Advisors & Professionals
Every parent wants to raise their kids to be self-sufficient adults who feel empowered to achieve anything they want in life. One way to set children up for success is to be honest with them about financial topics and teach them money management skills starting at a young age.
The Early Years
When your kids are young,…
Go to page: Financial tips for every stage in lifeFrom: REAP, LLC. | Retirement & Estate Advisors & Professionals
There is no one-size-fits-all strategy when it comes to financial planning, but it can be helpful to create a road map based on details like retirement goals, income bracket and how much risk you’re comfortable with. These often align with age, making broad generational considerations a good place to start.
Generation Z
The oldest of Generation Z are…
From: www.marketwatch.com
Americans are living longer in their old age, and should be preparing accordingly.
Restaurateur Cecilia Chiang retired in 1991 from her business but you can still find her cooking at home or enjoying meals at restaurants in her neighborhood.
The 98-year-old is well-known for her Mandarin Restaurant in San Francisco, which she opened in 1961 and sold in 1991. She received the…
Go to page: How to keep your financial data safeFrom: REAP, LLC. | Retirement & Estate Advisors & Professionals
Hackers, identity thieves and cybercriminals are continuously coming up with new ways to compromise sensitive financial information, so it’s important to make a regular practice of protecting your online data. Here are a few ways to help keep your digital details safe and secure.
Pick a financial aggregation tool.
It’s a good idea to use different passwords for…
From: www.independenceadvisors.com
One of my heroes is Charlie Munger, Vice Chairman of Berkshire Hathaway. While I admire his successful career, I’m more impressed with how he thinks about the world.
There are so many pearls of wisdom in each speech he gives or books written about him that it’s hard to choose a favorite. However, the one statement I…
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