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July 1, 2024

Key Financial Wellness Metrics for Near-Retirement Individuals

Leave a Comment / Retirement Planning /

As one approaches retirement, monitoring your financial situation by understanding your net worth and assessing the assets and resources needed to maintain a comfortable lifestyle throughout retirement is vital. This article explores eight key financial wellness metrics individuals must monitor as they approach retirement. 1. Income Replacement Ratio One of the primary financial wellness metrics […]

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The Great Wealth Transfer: Is Your Family Prepared?

Leave a Comment / Estate Planning /

Over the next twenty years, a wealth transfer will occur that exceeds $30 trillion as the Baby Boomer generation passes the remainder of their wealth to the Millennials and subsequent generations. The Baby Boomers (born 1946-1964) are considered the wealthiest generation, currently controlling 70% of the disposable income in the United States. It is imperative families

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Health Is the New Wealth: HNW Individuals, LTC Insurance and Healthcare

Leave a Comment / Financial Planning /

A perspective shift occurs in the wealth landscape; many now recognize health as the new wealth. Healthcare, long-term care (LTC) insurance, and other wealth-related financial instruments have become essential considerations for HNW individuals. In this article, we discuss understanding health as an invaluable asset, the necessity of LTC insurance, and the healthcare needs and considerations

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Qualified Charitable Distributions for RMDs

Leave a Comment / Tax Planning /

Qualified Charitable Distributions (QCDs) are vital for those who must take an annual required minimum distribution (RMD) but seek a tax-advantaged strategy that may help lower their adjusted gross income (AGI). Using a QCD strategy, one can transfer a portion or all their RMD directly from their IRA to a qualified charitable organization while receiving

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Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and dba Generation Wealth are separate entities from LPL Financial.

NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.

The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

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Office: (337) 602-6740
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Barron’s rankings awarded in September 2024 based on prior 12-month data. Forbes/Shook rankings awarded in October 2024 based on data from 3/31/23-3/31/24. NewEdge Capital Group is the award recipient. Generation Wealth and NewEdge Capital Group, LLC are not affiliated entities. Learn More.

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