A survey of wealthy Americans by Charles Schwab reveals a fascinating generational divide over how, and when, we leave money to our heirs.
UBS forecasted that boomers’ assets, which included real estate as well as cash, would transfer to the younger generations ...
Most Americans (97%) plan to gift, donate or pass on their money or assets, according to the Charles Schwab High Net Worth ...
Learn the hidden rules of wealth building that most people never do. Think differently to everyone else to access the wealth ...
However, some want to share their wealth early — before they die. In fact, a larger portion of wealthy millennials and wealthy Gen Xers said they want the next generation to enjoy their money ...
Roughly half of millennials, and 44% of Gen Xers, said they want to share wealth while they are alive. Only 21% of boomers agreed. Meanwhile, 45% of boomers agreed with this less charitable ...