The Potential Impact of Millennials on Your Investment Strategy
The transfer of wealth from Baby Boomers to Millennials has already begun. According to Boston College’s Center on Wealth and Philanthropy, it is estimated that $58.1 trillion will be exchanging hands between 2007 and 2061. With that transfer, attitudes toward investing and wealth management could change considerably. To help keep your own investment strategy in […]
Continue reading ›I Do, or I Don’t: The Financial Impact of Marriage for Same-Sex Couples
I Do, or I Don’t: The Financial Impact of Marriage for Same-Sex Couples While the LGBT community has been fighting for marriage equality, marriage doesn’t necessarily help when it comes to a same-sex couple’s financial situation. Married couples may end up losing tax credits or find themselves in a higher tax bracket, making them subject […]
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