Tag

estate-planning.

Money·Oct 13, 2026

Couple Retired With $10 Million Gets Advisers' Blessing to Keep Investing Aggressively

Financial planners say the retirees' $9,600 monthly income from Social Security, pensions and annuities frees them to invest for their heirs instead of playing it safe.

Money·Sep 26, 2026

Report Finds $54 Trillion of Coming Wealth Transfer Goes to Spouses First

A Cerulli Associates analysis shows most of the $124 trillion generational wealth shift will pass to surviving spouses before reaching Gen X and millennial heirs.