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The “great wealth transfer” is set to take place over the next two decades, when baby boomers (the wealthiest generation in American history) will pass $30 trillion down to younger generations. One common asset many aging parents will look to transfer or sell is their home, especially if they feel compelled to downsize or need
Read moreWomen breadwinners face unique financial challenges. With careful planning and management, you can achieve financial stability and help ensure a secure future for yourself and your loved ones. Presented by Kamryn Markus An increasing number of women are becoming primary breadwinners in their households, so one might assume women are also taking on most of
Read moreWondering if a private foundation is the right avenue for you? Learn more about the different types and how to establish one. Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: A private foundation is a tax-exempt entity established by an individual, family, or corporation for charitable purposes. Private foundations are overseen by a board of
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