This weekend, catch a new Portland documentary about filming a documentary! It’s one that helps bridge generational and ...

The Taylors, a family of four, learn about estate planning and generational wealth transfer. After an unexpected loss in the family, the Taylors turn to the Money Mentors to take control of their ...

When ChatGPT was asked to define generational wealth, it explained it as “assets and financial resources that are passed down from one generation to the next, providing ongoing financial stability and ...

Before you establish trusts or portfolios, you must codify your family values. Ask: What do we believe about work, giving, risk, and reputation?

If you're a homeowner over age 62, you may be sitting on your biggest financial asset while struggling to pay your bills. With inflation squeezing those with fixed incomes and retirement savings ...

As baby boomers head deeper into retirement, financial experts say we are on the verge of a “great wealth transfer.” By 2048, approximately $105 trillion in assets will be transferred to heirs as the ...

According to a recent survey by Credit Karma, 20% of Gen Z and 25% of millennials said they're doing or plan to do a “no buy” or “low buy” challenge because they are planning to grow their family. A ...

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