Finances are often an off-limit conversation – especially around the holidays. But this holiday season, local financial advisor Greg Hammer is looking to change the narrative by encouraging families to have a financial discussion. That’s because Gen X, Millennials and Gen Z are gearing up to inherit over $80 trillion in the Great Wealth Transfer and many of these recipients will be receiving generational wealth for the first time. Without a solid financial plan in place, this new wealth might not be passed down to future generations. Before wealth is lost unnecessarily, Greg states that the holiday season is a great time get the entire family on the same financial page. He’s here to discuss ways that can help protect families from the complexities, frustration and the loss of funds that can come with an unplanned estate.
For more information visit https://www.hammerfinancialgroup.com/