But theory only comes alive when it is reflected in real lives. To bring these ideas into sharper focus, I asked a few clients to share their personal experiences with money – how they were raised, ...

On January 1, 2026, the leading edge of the Baby Boom generation reached a symbolic and practical threshold: age 80.

The Great Wealth Transfer often arrives as a house, not cash, leaving many heirs with maintenance, mismatch, and downsizing ...

Real estate investor Matt Theriault explores what the Bible says about wealth and money.

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An industry executive argues that generational wealth transfer could influence crypto adoption patterns over time. Crypto mass adoption could just be a matter of time, as older, crypto-averse ...

CHICAGO, Jan. 2, 2026 /PRNewswire/ -- Genesis Wealth, a leading wealth management platform and non-OSJ branch office within LPL Financial, today announced it added two senior financial advisors from ...

Ali Hussain has a background that consists of a career in finance with large financial institutions and in journalism covering business. FG Trade Latin/ Getty Images Baby boomers are set to pass on ...

Issued on behalf of QSE - Quantum Secure Encryption Corp. For investors, 2026 represents a ground-floor opportunity to own the companies building the new, border-aware infrastructure of the global ...

Over the next two decades, the largest intergenerational wealth transfer in history will take place. Baby Boomers and the Silent Generation are expected to pass down roughly $124trn by 2048, a tidal ...

With 2025 mostly in the rearview and the new year just over the horizon, it's the perfect time for a quick look back and a deeper look at what's next. Advisors know better than anyone that nobody can ...