Tags » Family Wealth

It's Alive! The American Dream of Home Ownership

In a recent post, Trulia examined whether homeownership was again being seen by adults in the US as a “part of their personal American Dream.” 82 more words

Housing Market

Have A Plan: Building Family Wealth Over The Next 5 Years

As the economy continues to improve, more and more Americans are seeing their personal financial situations also improving. Instead of just getting by, many are now beginning to save and find other ways to build their net worth. 148 more words

Housing Market

Early Predictions About 2016 Estate Tax, Gift Tax, GST Tax and Annual Gift Tax Limits

Under current law the federal estate tax, gift tax, and generation-skipping transfer tax exemptions have become unified and are indexed for inflation on an annual basis.  206 more words

Lawyer

2016: Homeowner's Net Worth to be 45X Greater Than a Renter

Every three years the Federal Reserve conducts a Survey of Consumer Finances in which they collect data across all economic and social groups. The latest survey, which includes data from 2010-2013, reports that a homeowner’s net worth is 36 times greater than that of a renter ($194,500 vs. 191 more words

Home Buyer

TESTIMONIAL - Jim Munchbach

Debbie made this look so easy! Wow… Thank you, Debbie! Whenever I have transcription work, you are my lady!! — Jim Munchbach, CFP® Family Wealth Manager dot com

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Testimonials

Teaching Your Heirs to Value Your Wealth

Values can help determine goals & a clear purpose.

Some millionaires are reluctant to talk to their kids about family wealth. Perhaps they are afraid what their heirs may do with it. 784 more words

Financial Planning

Federal Reserve's 2014 Economic Household Well Being Report

KEY FINDINGS

  • Sixty-five percent of respondents report that their families are either “doing okay” or “living comfortably” financially, compared to 62 percent in 2013.
  • Forty-seven percent of respondents say they either could not cover an emergency expense costing $400, or would cover it by selling something or borrowing money.
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Economics