Claire O’Connor had a hard time believing her Pacific Palisades, CA, home carried any real wildfire risk—even after her insurance policy was dropped in November 2024. “I mean, as if our house... Read more »
Baby boomers hold roughly $93 trillion in assets, but only $36 trillion could reach Gen X and millennial heirs over the next 20 years, according to new data. The estimate, released last... Read more »
Estate Planning for the Great Wealth Transfer: Why $40 Trillion is Going to Unprepared Widowed Women
Why Are So Many Women Unprepared? The Traditional Division of Labor In older generations, it was common for one spouse (usually the husband) to handle all financial matters while the other spouse... Read more »
Homeowners 62 and older saw their collective home equity levels drop in the fourth quarter of 2023 by roughly $119 billion to $12.84 trillion, the third quarterly fall in the last year.... Read more »