Showing 1 to 12 of 13 results
Estate Planning Urgency for Black Millennial Women
Over 300,000 Black millennial women left the workforce in 2024, highlighting the urgent need for estate planning; only 33% of U.S. adults have wills, with Black households significantly less likely; new platforms like InHeirit aim to simplify the process.
Estate Planning Urgency for Black Millennial Women
Over 300,000 Black millennial women left the workforce in 2024, highlighting the urgent need for estate planning; only 33% of U.S. adults have wills, with Black households significantly less likely; new platforms like InHeirit aim to simplify the process.
Progress
40% Bias Score
Spain's Real Estate Focus: A High-Risk, High-Reward Strategy
A UBS report reveals that Spanish households hold 75.9% of their wealth in real estate, the highest in Europe, driven by cultural preferences and impacting national wealth distribution. The upcoming "Great Succession" will transfer 17% of Spain's wealth in the next decades.
Spain's Real Estate Focus: A High-Risk, High-Reward Strategy
A UBS report reveals that Spanish households hold 75.9% of their wealth in real estate, the highest in Europe, driven by cultural preferences and impacting national wealth distribution. The upcoming "Great Succession" will transfer 17% of Spain's wealth in the next decades.
Progress
44% Bias Score
Canada's Housing Crisis: An Intergenerational Bargain Needed
Canada's housing crisis is fueled by rising home prices that benefit older homeowners at the expense of younger generations, prompting calls for a national task force to address this intergenerational wealth inequality and facilitate a new social contract.
Canada's Housing Crisis: An Intergenerational Bargain Needed
Canada's housing crisis is fueled by rising home prices that benefit older homeowners at the expense of younger generations, prompting calls for a national task force to address this intergenerational wealth inequality and facilitate a new social contract.
Progress
44% Bias Score
Inheritance Expectations Gap Widens Amidst Economic Headwinds
A new report reveals that 80% of Canadian parents worry about leaving an inheritance due to rising costs and trade tensions, while over half of younger adults expect one, highlighting a communication breakdown.
Inheritance Expectations Gap Widens Amidst Economic Headwinds
A new report reveals that 80% of Canadian parents worry about leaving an inheritance due to rising costs and trade tensions, while over half of younger adults expect one, highlighting a communication breakdown.
Progress
44% Bias Score
Reverse Mortgages: Financial Relief or Diminished Inheritance?
Reverse mortgages convert home equity into tax-free cash for homeowners over 62, eliminating monthly payments but potentially reducing inheritance; alternatives include HELOCs, home equity loans, refinancing, or downsizing.
Reverse Mortgages: Financial Relief or Diminished Inheritance?
Reverse mortgages convert home equity into tax-free cash for homeowners over 62, eliminating monthly payments but potentially reducing inheritance; alternatives include HELOCs, home equity loans, refinancing, or downsizing.
Progress
36% Bias Score
Estate Planning: Securing Generational Wealth for Black Families
This article details how unequal inheritance and lack of estate planning disproportionately impact Black families, highlighting the need for trusts and life insurance to secure generational wealth and financial literacy.
Estate Planning: Securing Generational Wealth for Black Families
This article details how unequal inheritance and lack of estate planning disproportionately impact Black families, highlighting the need for trusts and life insurance to secure generational wealth and financial literacy.
Progress
44% Bias Score
Baltimore Homeowner Loses House in Tax Sale, Exposing Systemic Inequality
Bonita Anderson lost her Baltimore home at a tax sale due to unpaid taxes accrued during her cancer treatment, highlighting a pattern of disproportionate property tax burdens in majority-nonwhite neighborhoods nationwide, raising concerns about equitable taxation and systemic issues.
Baltimore Homeowner Loses House in Tax Sale, Exposing Systemic Inequality
Bonita Anderson lost her Baltimore home at a tax sale due to unpaid taxes accrued during her cancer treatment, highlighting a pattern of disproportionate property tax burdens in majority-nonwhite neighborhoods nationwide, raising concerns about equitable taxation and systemic issues.
Progress
52% Bias Score
America's "Grown Kid Epidemic": Financial Impact on Parents and Society
Over 50% of Americans aged 18-29 live with their parents, often without financial contribution, impacting parental retirement savings by an average of \$500 monthly; this is due to a combination of economic factors and parental enabling, creating a generational financial imbalance with long-term soc...
America's "Grown Kid Epidemic": Financial Impact on Parents and Society
Over 50% of Americans aged 18-29 live with their parents, often without financial contribution, impacting parental retirement savings by an average of \$500 monthly; this is due to a combination of economic factors and parental enabling, creating a generational financial imbalance with long-term soc...
Progress
56% Bias Score
Wealth Transfer Challenges: Advisors Struggle to Bridge Generational Gaps
A Toronto-based consulting firm's surveys reveal that many baby boomers are expected to spend most of their wealth, creating misaligned expectations with their children and highlighting the need for improved financial advice during the wealth transfer.
Wealth Transfer Challenges: Advisors Struggle to Bridge Generational Gaps
A Toronto-based consulting firm's surveys reveal that many baby boomers are expected to spend most of their wealth, creating misaligned expectations with their children and highlighting the need for improved financial advice during the wealth transfer.
Progress
40% Bias Score
Trillion-Dollar Inheritance Shift Alters Wealth Dynamics
Boomers are set to transfer an estimated $1 trillion to their millennial and Gen Z children, marking a significant shift in wealth creation and distribution, impacting housing, spending, and economic inequality.
Trillion-Dollar Inheritance Shift Alters Wealth Dynamics
Boomers are set to transfer an estimated $1 trillion to their millennial and Gen Z children, marking a significant shift in wealth creation and distribution, impacting housing, spending, and economic inequality.
Progress
44% Bias Score
Instilling Values: Key to Preserving Generational Wealth
This article stresses the importance of teaching children and future generations about values, not just giving them money, to preserve generational wealth, using examples of lottery winners and wealthy individuals losing their fortunes due to lack of guidance and financial literacy.
Instilling Values: Key to Preserving Generational Wealth
This article stresses the importance of teaching children and future generations about values, not just giving them money, to preserve generational wealth, using examples of lottery winners and wealthy individuals losing their fortunes due to lack of guidance and financial literacy.
Progress
44% Bias Score
Trillion-Dollar Wealth Transfer Faces Generational Challenges
A $90 trillion wealth transfer is projected from the Silent Generation and Baby Boomers to younger generations, posing challenges due to concerns about the younger generation's preparedness and older generations' difficulty in relinquishing control, potentially impacting economic and social structur...
Trillion-Dollar Wealth Transfer Faces Generational Challenges
A $90 trillion wealth transfer is projected from the Silent Generation and Baby Boomers to younger generations, posing challenges due to concerns about the younger generation's preparedness and older generations' difficulty in relinquishing control, potentially impacting economic and social structur...
Progress
36% Bias Score
Showing 1 to 12 of 13 results