#legacy-planning

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#wealth-transfer #family-governance #generational-wealth #founder-succession #gen-x #retirement-planning
Bootstrapping
fromEntrepreneur
19 hours ago

Follow the Wealth Management Advice of High Net Worth People

Founders excel at building wealth but often neglect legacy planning, requiring different skills including patience, governance, education and communication to sustain and transfer wealth effectively across generations.
Business
fromwww.housingwire.com
1 month ago

Gen X investors often lack formal retirement plans

Gen X faces limited pension access and complex retirement and legacy needs, requiring comprehensive wealth planning and professional guidance.
fromBusiness Insider
4 months ago

I'm a wealth advisor, financial therapist, and end-of-life doula. Here's how I tell my clients to talk about money transfer with their family.

As a wealth advisor, I've noticed that my clients often have two reactions to meetings with me. They come out relieved, and even say "That felt like therapy." Or, they emerge worried that they shared too much. Money is really hard to talk about. So is death. It's no wonder that planning for inheritance is fraught for many families. That's why I decided to become a certified financial therapist in addition to a wealth advisor.
Mental health
fromLondon Business News | Londonlovesbusiness.com
7 months ago

Planning for the future: Peace of mind through thoughtful coverage - London Business News | Londonlovesbusiness.com

Insurance designed for older individuals differs from the types typically associated with earlier phases of life. These policies tend to emphasize peace of mind over wealth accumulation.
Healthcare
Retirement
fromBusiness Insider
10 months ago

My husband and I are only in our 40s and healthy, but we're already planning our funerals. Our guests will not be wearing black.

The funeral celebrated a life, prompting reflections on personal legacies and future plans between the author and her husband.
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