Intergenerational Planning and the Racial Wealth Gap

3 Basic understandings to Begin Intergenerational Wealth Planning in Black Families

  1. Your wellbeing as you age will impact your children and loved ones: This is about understanding how your life cycle impacts that of the next generation. With good fortune, we will all have the opportunity to grow old and experience a happy, healthy, and secure retirement life. As you enter this stage of life, your children are either just launching their own financial and familial lives, or in the peak growth and earning stages of their careers. For most people in this stage of life, the risks and concerns are fairly similar.

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Adam Tolliver

Passionate Financial Advisor focusing on the Racial Wealth Gap, Small Business and Non-profit Advocate, Community Volunteer, and Die Hard FSU Seminole.