I want to set my great-grandkids up for success in 70 years - what steps should I take today?Planning for multiple generations can yield significant financial growth over time.Concentrating investments on a few high-potential options may be more effective than diversifying too much.
In 2019, I inherited about $250K from my grandparents and grew it to $340k. Should I leave my financial advisor?Financial advisors can help manage money and achieve financial goals, but understanding their performance is crucial.