Did you know that we're in the midst of The Great Wealth Transfer? More than 10,000 Baby Boomers are expected to turn 65 each day between now and 2030. Along with entering retirement, the Baby Boomers are beginning to pass their hard-earned wealth to the next generation. Logan DeGraeve, CFP® and Matt Kasper, CFP® explain why it's critical to understand how to pass down and inherit assets in a tax-efficient manner to effectively build generational wealth.

How to Build Generational Wealth: https://bit.ly/3RDEjav 

Tax Rates Sunset in 2026 & Why That Matters: https://bit.ly/48tipga 

Retirement Plan Checklist: https://bit.ly/3Zwv9i3

Retirement Savings by Age: https://youtu.be/pKPMTRRCUXw 

How to Spend When You First Retire: https://youtu.be/TwvwfamEJpk 

Don’t Retire Without Doing These 8 Things: https://youtu.be/nbF2B5efXtc 

Roth vs. Traditional with Corey Hulstein & Bud Kasper: https://youtu.be/ASEEO30DZfI?si=NOv1LFFrGbAYG_lx 

Pros & Cons of Converting to a Roth IRA: https://youtu.be/7T_BaFtK4gg 

Life Insurance in Retirement: https://youtu.be/cFWcUe2VADo 

Financial Planning in Your 30s & 40s: https://youtu.be/jRbHI3tqlis 

Family Financial Planning with Matt Kasper: https://youtu.be/MX0SvvCwnww?si=X9JG-5yduHs-IG99 

Financial Planning Tool: https://bit.ly/3PxDnll 

Meet with Us: https://bit.ly/45f0cQp