When ChatGPT was asked to define generational wealth, it explained it as “assets and financial resources that are passed down from one generation to the next, providing ongoing financial stability and ...

You might not feel rich, your bank app might not sparkle, and no one’s handing you a trophy — but that doesn’t mean you’re not quietly laying the foundation for major generational wealth. In fact, ...

Family Governance is the operating system of a family. It is not about adhering to rules for the sake of rules, but about striking a balance between individuality and unity. Wealth can travel further ...

My mother never had substantial savings, investments or anything of value other than her house. It was her wish to pass on her only significant asset to her three kids: me, my brother and my sister.

You don't have to go to these extremes, but you do have to make sacrifices to save.

America is in the midst of the greatest wealth transfer in history. Over the next decade, an estimated $80 to $100 trillion will pass from baby boomers to their children and grandchildren. But one ...

The Taylors, a family of four, learn about estate planning and generational wealth transfer. After an unexpected loss in the family, the Taylors turn to the Money Mentors to take control of their ...