You will meet many business owners who are proud to say that they do not owe any money. For many start-ups, it’s an important milestone to be debt free. When you start building your business, you take on debt to help pay your bills and keep your business afloat. Becoming debt free as a business […]

It is expected that by 2030, Millennials will become the wealthiest generation in American history, as they will inherit more than $68 trillion from previous generations. This Great Wealth Transfer offers both new challenges and possibilities. It is essential to comprehend Millennials’ investment desires and tech inclinations to make the most of the transition. This shift in […]

If only ESG (environmental, social, and governance) investing was as easy as buying a vowel and two consonants on a game show. Millennials and Gen Z are leading the digital world and reforming how we invest. ESG and impact investing have gained popularity as the growing Millennial and Gen Z populations inherit wealth. Their dedication […]

When most people see this title, they likely hear horror music playing in the background and want to run for the hills. However, such a reaction misses the most important thing about this title: these agreements are just tools. These tools are used by many in a positive way for both themselves and their partners. […]

By 2030, Millennials and Gen Z are anticipated to inherit over $68 trillion from their parents, making them the wealthiest generation in American history. This transfer of wealth is known as the “Great Wealth Transfer.” Historically we have seen intergenerational wealth transferred among royal families or the super-elite. However, with the growth of the middle class over […]