generational wealth Archives - Stewardship - Mortgages, Insurance, Financial Planning, & Estate Planning

Baby Boomers Have More Money Than Any Other Generation: Help Your Parents Make the Most of It

By Jake Norton|2020-06-30T19:10:12-07:00June 30th, 2020|

Baby boomers, those born between 1944 and 1964, are the wealthiest generation in American history. Despite this fact, boomers are still facing unique challenges, including: Taking care of aging parents Retiring [...]

You Received an Inheritance. Now What?

By Jake Norton|2020-06-23T14:24:06-07:00June 23rd, 2020|

Previously, we discussed how to prepare for an upcoming inheritance in four steps: Know the tax rules Treat it like regular income Don’t be afraid to invest a lump [...]

Prepare For Your Inheritance In 4 Steps

By Jake Norton|2020-02-18T08:30:17-07:00February 18th, 2020|

Baby Boomers are the wealthiest generation in American history. Over the next 30 years, an estimated $30 trillion will be passed down to Gen X’ers and Millennials. If you’re [...]