The Great Wealth Transfer means many may inherit homes, but high taxes, maintenance costs, and legal issues can limit real ...
On January 1, 2026, the leading edge of the Baby Boom generation reached a symbolic and practical threshold: age 80.
The great wealth transfer isn’t a one-time windfall—it’s a decades-long process. Peter Disch reveals how advisors can stay ...
The so-called “Great Wealth Transfer” is underway. This seismic financial shift involves the oldest Americans — mostly Baby Boomers born between the mid-1940s and mid-1960s — who have collectively ...
We are in the midst of the Great Wealth Transfer, experts say — a predicted titanic pass-down of assets from older generations to Gen X, Millennials and Gen Z. According to financial research firm ...
Financial advisors who see the horizontal asset transfer as a postmortem event may miss the moment when money actually moves ...
This week on The Alpha Wealth Hour, Tom Fortino dives into the tax discussions you should be having now that the year is ...
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Boomers make up the lion’s share of the ultra-wealthy: Here’s when that will change and why
Many baby boomers are financially well-off, benefitting from buying houses during times when prices were low. In fact, boomers make up the majority of the ultra-wealthy population in the world, though ...
The numbers are staggering. Over the next two decades, more than $84 trillion is set to move from baby boomers to their heirs—the largest transfer of wealth in human history. For context, that’s ...
A new wave of billionaires acquired more wealth through inheritance than entrepreneurship during the last year as a "great wealth transfer" picks up steam, a new report by UBS found. "After the surge ...
Forbes contributors publish independent expert analyses and insights. I research & write on longevity, generational trends & innovation. For decades, Baby Boomers have been quietly amassing one of the ...
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