Tag: great wealth transfer

Market News

NYC Mayor Pushes Dramatic Estate Tax Cut From Millions to $750K

New York City's mayor wants to slash the estate tax exemption from over $7 million down to $750,000 while tripling...

24/03/2026

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Market News

Women Entering Wealth Management: The Advisory Gap Persists

Young women are flooding into wealth management at record rates, making up nearly 38% of those in their 20s. But...

24/03/2026

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Retirement Planning

Great Wealth Transfer: Women to Inherit $54 Trillion

Imagine inheriting tens of trillions simply because you outlive your partner. Recent projections show older women receiving the bulk of...

14/03/2026

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Altcoins

5 Key Pre-Market Insights Investors Need Today

Stock futures are dipping this Friday, but the real drama is in Hollywood where Netflix just walked away from a...

27/02/2026

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Altcoins

Women’s Wealth Boom: Investing Trends and Maximizing Returns

Trillions in wealth are shifting to women through inheritance and longer lifespans, yet many still invest conservatively. As confidence grows...

27/02/2026

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Altcoins

The $3 Trillion Opportunity for Black Entrepreneurs

A massive $3 trillion opportunity is emerging as millions of businesses change hands, but will Black entrepreneurs seize it to...

26/02/2026

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Retirement Planning

Is an ILIT Right for You in 2026?

Imagine passing millions to your heirs without the IRS taking a huge chunk. An ILIT could make that happen—but is...

02/02/2026

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Altcoins

Women to Control $34 Trillion in Wealth by 2030

As women prepare to control a staggering $34 trillion in assets by 2030, massive economic forces like AI and policy...

27/01/2026

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Retirement Planning

How to Build a Lasting Family Legacy Through Wealth

With trillions in wealth set to change hands in the coming decades, many are wondering: will their money truly reflect...

26/12/2025

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Retirement Planning

Reduce Inheritance Tax with Smart Gifting Strategies

Generous gifts to family can cut your inheritance tax dramatically – but without proper records, your loved ones might end...

09/12/2025

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