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2018 June / July

Fri, Jun 1st 2018 01:50 pm

Part of your legacy is ensuring that your financial gifts to your children and grandchildren stay intact and grow over the years so that each new generation can enjoy the fruits of your labor. However, many studies show that between 70% to 90% of transferred wealth is lost from generation to generation. In this issue of “Speaking Of” we discuss how you can avoid that loss by understanding the next generations’ fears, goals, and values.
We also help you explore how to prioritize your savings goals between retirement for you or college for your kids, and we recap the importance of knowing your net worth.

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