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Jacob Schroeder on Muck Rack

Jacob Schroeder

Detroit
As seen in: Kiplinger, MSN, MSN Ireland, MSN UK, Yahoo Life, Yahoo Finance, Chicago Tribune, Substack, The Indiegogo Review, Flipboard, Intuit and
The Root of All. Runner. Writer. Father. Prayer. (they all feel like the same thing)
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Articles

Who Actually Wins the Great Wealth Transfer?

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By Jacob Schroeder
| Kiplinger Verified
Follow us Add us as a preferred source on Google Subscribe to our newsletter It's been billed as the greatest financial windfall in history, a tidal wave of wealth washing from the richest generation ever onto their heirs. But the reality is far more complicated. Aptly named the great wealth transfer, it's the handoff that research firm Cerulli Associates projects will total $124 trillion through 2048, with $105 trillion flowing to heirs and $18 trillion donated to charity.
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The Great Wealth Transfer is Billed as a Financial Tidal Wave. Here’s Who Really Benefits.

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By Jacob Schroeder
| Yahoo Finance Verified
Those hoping for a windfall to cover a home down payment or help start a family may have to wait. Federal Reserve analysis finds inheritance receipt peaks around age 60 — a natural result of a typical lifespan near 80 and a roughly 20-year gap between parent and child. However, the growing recognition that heirs often get the money when they least need it is nudging some families to pass wealth on sooner.
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6 Financial Moves for a Happy Marriage in Retirement

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By Jacob Schroeder
| The Epoch Times
These six financial moves can help couples reduce money conflicts and build a happier retirement together. By Jacob Schroeder From Kiplinger’s Personal Finance When Jude and Matt Bell got engaged, they faced their first major argument: minimalist or floral dinnerware? As a money-management writer, Matt notes that these small decisions often reveal deeper differences you bring into a marriage.
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