inheritance Archives - The Art of Financial Planning

Inheritance

May 25, 2021May 25, 2021 Jared Friedman CFP®Millennials

More money than ever has started to pass from the baby boomer generation to the Gen X, Gen Y and millennial’s. In total, it’s possible that $30-70 TRILLION dollars might pass through the generations!

Many people are unsure of what to do when they receive an inheritance.

Essential Tips for Sudden Wealth

August 17, 2016August 19, 2016 Jared Friedman CFP®Financial Planning

If You Won A Million Dollars…. It’s a hypothetical scenario, many of us used to play around with as early as elementary school. To have wealth, to be wealthy… for some reason we all get the bug early. […]