WorthWhile - Summer 2022

Top Stories:

The great wealth transfer
Baby boomers are expected to transfer approximately $68 trillion to their heirs within the next two decades. Experts say financial literacy is key to this wealth transfer being successful. One conversation to address the inheritance probably won’t cut it; talking about money and educating your loved ones throughout their lives, could have a lasting impact.

Silver spoons and golden moments
You want them to understand the privileges and responsibilities of wealth, but it isn’t always an easy conversation to have. Many adults fear giving out too much information when it comes to wealth. They don’t want their heirs to become entitled, but they also worry heirs may not know how to manage significant assets. The good news is you can guide them. Here’s how to start the conversation.

Purpose and passion
Many of us prefer to use some portion of our wealth for good. Specialized strategies, many firmly rooted in what’s known as sustainable investing, can elevate any portfolio. Ultimately, investing and philanthropy are calculated exercises of hope that tomorrow will be brighter than today. Learn how sustainable investing uses vehicles designed to purposefully and intentionally make a positive impact in the world.