Everyday Wealth, Everyday Insights

Navigating relationships and the transfer of wealth.

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.


An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.


Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a diversified portfolio will outperform a non-diversified portfolio. Past performance is not indicative of future results.


This material was prepared for informational and/or educational purposes only.  Although the information has been gathered from sources believed to be reliable, we do not guarantee its accuracy or completeness.