Some estimates suggest that around $70 trillion in assets will pass down from older generations to younger generations in the next two decades. If you're on the receiving end of some additional wealth ...

Receiving a large financial windfall like an inheritance isn’t something to take lightly. While you might be tempted to immediately spend your new funds, experts recommend taking a moment to analyze ...

Thomas J Catalano is a CFP and Registered Investment Adviser with the state of South Carolina, where he launched his own financial advisory firm in 2018. Thomas' experience gives him expertise in a ...

“What should I do with the money I inherited from my mom?” my friend texted me. “The check has been sitting on my sideboard for two months.” Her paralysis is understandable. Many people who inherit ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. What do Americans do with an inheritance? Most people ...

Rajeev Dhir is a writer with 10+ years of experience as a journalist with a background in broadcast, print, and digital newsrooms. Suzanne is a content marketer, writer, and fact-checker. She holds a ...

MILWAUKEE, July 8, 2025 – As a $90 trillion Great Wealth Transfer looms, more Americans say they are preparing to leave a financial legacy, yet fewer expect to receive one themselves. The latest ...