Many Americans may have an unrealistic view of how much they’ll inherit, and that’s especially true of millennials, or the generation born between 1981 and 1996. There seems to be a huge disconnect between what millennials think they’ll inherit and what’s actually on the way, writes Rose Kennedy for the Atlanta Journal Constitution, quoting Adam Financial […]
Quite a few Americans expect to inherit money from an older generation. Over half of millennials expect to inherit from their parents, says a Charles Schwab survey. Other generational groups feel the same. 20% of Baby Boomers (age 55 to 73) believe they’ll receive money from parents or other relatives, as do 36% of Gen […]
According to USA Today, many young people in Generation Z, those ages 13 to 22, will be sorely disappointed when the inheritance they are expecting doesn’t materialize. A recent TD Ameritrade study reported in the newspaper found that nearly 40% of Generation Z expect to receive an inheritance, and “as a result, they don’t believe that […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for twenty five years. Mari has appeared in publications such as Business Week, CBS MarketWatch, Wall Street Journal, Kiplinger’s, Newsweek, and Money Magazine.
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