A new study from Edelman Financial Engines tackles inheritance expectations, election woes, and modern-day homeownership. Over the course of the next two decades, trillions of dollars are expected to trickle down from the silent generation and baby boomers in a phenomenon that’s been termed the “great wealth transfer.”

BING NEWS:
  • This chunk of the US population is set to inherit a staggering $9 trillion in next decades, report says. Here's who will be giving — and receiving — in the next 'great ...
    This means that, by 2030, this horizontal wealth transfer will likely have reshaped wealth management in the country — a landscape that has largely been dominated by men. Here's ...
    11/5/2024 - 12:12 am | View Link
  • What Is the Great Wealth Transfer? (And Could You Benefit?)
    One analysis says most millennials expect to inherit at least ... critical driver of household wealth in younger generations than it ever has been,” he adds. It’s clear how the great wealth transfer ...
    10/29/2024 - 2:26 am | View Link
  • The great wealth transfer: who stands to gain?
    But USA Today warned that millennials "may miss out" on the transfer of wealth, and there are concerns over whether younger generations ... how much millennials expect to inherit and how much ...
    04/7/2024 - 1:00 pm | View Link
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