From thefiscaltimes.com, January 26th 2016 By Beth Braverman A growing number of Baby Boomers start pondering their financial legacy, helping grandchildren (and their parents) cover the skyrocketing costs of college seems like a no-brainer. Assisting with college costs is a big gift that benefits both younger generations at once, and it’s more meaningful than simply… Read more »
Monthly Archives: January 2016
Educating the Next Generation of Investors
From usnews.com, January 4th, 2016 By Kate Stalter Baby boomers are expected to pass along $30 trillion in assets during the next 30 years. At some point, many people begin considering how their assets, including investment portfolios, can be passed along to their children or grandchildren. Often, part of that wealth transfer occurs while all… Read more »
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