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Everyday Wealth, Everyday Insights

Navigating relationships and the transfer of wealth.

Last updated: May 22, 2023 |

Article published: May 16, 2023

In the Everyday Wealth in America, 2022 Report: The Intersection of Life and Money, Edelman Financial Engines explored the attitudes and emotions people have around key financial matters, such as generational wealth and estate planning.

The research, which looked across the general population as well as moderately affluent individuals, found that neglecting vital discussions today may result in greater challenges down the road. It also concluded that those who are willing to communicate early and often about important money issues are more likely to maintain healthier relationships with their family members.

Examining this topic, the following brief includes:

  1. Key attitudinal findings from the report
  2. Insights from Edelman Financial Engines wealth planners on navigating estate planning and wealth transfer conversations
  3. More about our unique approach to serving clients

To learn more, explore the brief below.

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