WHAT IS GENERATIONAL WEALTH AND
HOW TO BUILD AND
PASS IT DOWN
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Have you ever wondered what you would do if you inherited a large sum of money?
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Lined Circle
The most significant intergenerational wealth transfer in history will pass
down over $30 trillion
in inheritance from baby boomers to millennials.
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Building generational wealth and passing it down to your heirs could have a tremendous impact on their financial future.
Why Is Generational Wealth Important?
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Definition of generational wealth is when you have accumulated enough investments to pay for your heirs’ living expenses in perpetuity without touching the principal.
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Cover The Basics Of Consumer Finances
Make sure you have a decent-sized emergency fund earning high-interest rates.
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Homeownership
No matter which country you live in, homeownership is the primary way to build and pass generational wealth.
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