⛱️ Great Wealth Xfer: Only half of US millionaires plan to leave an inheritance

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👛 Personal Finance

• Consumer Confidence 🛒 Yahoo! Finance: US sentiment remains dim, with consumers facing higher prices and weaker incomes

  • CNBC: Americans are holding onto devices longer than ever and it’s costing the economy

• US Tariffs 🗽 Supply Chain Dive: US exempts 200+ agricultural products from reciprocal tariffs

• US Travel 🧳 CNBC: Airlines predict record numbers of travelers this Thanksgiving 

• Home Sales 🏡 CNBC: Sellers are taking their homes off the market (in September were at risk of selling at a loss) at the fastest pace in nearly a decade

• 🧠 Upgrade your PortfolioGPT account Get an ad-free experience, unlimited credits, backtesting, forward guidance and real-time Yahoo! Finance data.

💰 Saving & Investing

• Financial Planning 🎯 Financial Newswire (AU): Growing numbers of HNWs seeking advice

• Investing : Gen Z 🙃 WSJ via MSN: Young adults, led by Gen Z, are investing earlier than ever. Here's how they're playing this year’s volatile market

  • CrytoRank: Financial advisors who ignore Bitcoin ditched by young wealthy American 

• Inflation 💸 CNBC: Cash can feel safe, ‘but it doesn’t grow your wealth,’ portfolio strategist says 

• Financial Education 🏫 eMarketer: Wealthtech will play a key role in the great wealth transfer 

• Consumer Spending 🛍️ Kiplinger: I need to cut $1,000 from my monthly budget, and I've already given up Starbucks and dining out. What else can I do?

• 📊 Generate appreciation and dividend portfolios with Real-Estate GPT Gain portfolio exposure to real-estate focused ETFs and individual stocks/RIETs within residential housing, hotels, malls, office, data centers and more.

 🙃 Gen Z & 🥑 Millennials

• College Planning 🎯 CNBC: Here’s a way to graduate from college with little to no student debt 

• College Grad Sentiment 🎓 Fortune: Unemployment could hit 25% among recent grads and trigger ‘unprecedented’ social disruption thanks to AI, U.S. senator warns

  • CNBC: Recent college grads face one of the toughest job markets in a decade

  • CNBC: Why AI may kill career advancement for many young workers

• Home Buying 🔑 Realtor: The Typical First-Time Homebuyer Is Now 40 Years Old, a Record High

  • Realtor: Nearly 70% of millennials say they can’t buy a house or retire without being left an inheritance

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👩 Personal Finance: Women

• American Dream : Expatriate 🌎 Gallup: Record numbers of younger women want to leave the US

• Retirement Planning 🎯 Fortune: Nearly 20% of millionaire women say they have no plans to retire—significantly higher than their male counterparts, Goldman Sachs finds

• Great Wealth Transfer 🔰 Nasdaq: 5 powerful ways women are using wealth from the Great Wealth Transfer

  • Kiplinger: How women of wealth are creating a new model of giving through family offices

🏖️ Retirement Planning

• Retirement Planning 🎯 Kiplinger: I'm a Financial Planner: These Are the Seven Tiers of Retirement Well-Being

  • CNBC: This is the ‘biggest mistake’ you can make with your IRA, attorney says

  • CNBC: Many retirees soon must take year-end required withdrawals — and mistakes can be costly 

• 401k Plans 🥚 CNBC: How to maximize your 401(k) and IRA contributions in 2026

  • Nerd Wallet: Millions of 401(k)s Are Left Behind, and It’s Costing Workers 

• Roth IRA : Backdoor Conversion 🚪 CNBC: Roth conversions could trigger ‘tax torpedo’ under Trump’s ‘big beautiful bill’

👨‍⚕️ Health Care 

• Benefits Planning 🎯 Kiplinger: 8-Steps to help get you through the open enrollment jungle at work

• Health Savings Account ⛑️ CNBC: What to know if you’re nearing age 65 with an HSA: Some retirees have ‘meaningful’ balances

• Medical Professionals 👩🏻‍⚕️ NPR: 'Nobody wants to come': What if the U.S. can no longer attract immigrant physicians?

• Medicare : Premiums ☂️ CNBC: Standard Medicare Part B monthly premium to jump 9.7% in 2026

• Long-Term Care : Senior Living 👩‍🦽 McKnight Senior Living: Solving the senior care staffing crisis: Invest in a culture of learning 

  • McKnight Senior Living: Mandating HCBS (home & community-based services) funding would increase workforce to meet booming long-term care demand, author says

• Caregivers : Family 👪 Kiplinger: What you learn becoming your mother's financial caregiver

🌱 Inheritance Planning

• Inheritance : Gen Z 🙃 Yahoo! Finance: Gen Z expects to inherit money and assets—but their boomer parents aren’t planning on leaving anything behind 

• Great Stuff Transfer 🧶 Bloomberg: Boomers are passing down fortunes – and way, way too much stuff

  • BBC: Superman copy found in mum's attic is most valuable comic ever at $9.12M

  • Business Insider: The Boomer Inheritance Economy gets weird: Millennials are having difficult conversations with their parents about the avalanche of stuff they don't really want

• Inherited IRA-401k 🏖️ CNBC: These inherited IRA mistakes could reduce your windfall, advisors say. How to avoid them

🔰 Great Wealth Transfer

• Benefits Planning 🎯 CNBC: Most retirees avoid telling adult children about their inheritance. What advisors recommend sharing

  • The Brattleboro Reformer: Baby Boomers at risk of massive financial losses

  • RetireCoast: The best ways Baby Boomers can protect, prepare and pass on their legacy

• Inheritance Conversations 💬 Morningstar: Only half of American millionaires plan to leave an inheritance – and just one-third consider themselves "wealthy,"

  • Yahoo! Finance (AU): Baby boomers urged to rethink $4.9T Gen Z inheritance trend: 'You don't owe them'

• Great Wealth Transfer : Asia ⛩️ The Straits Times: When silence isn’t golden: Succession challenge looms for Asia’s wealthy families

• Great Wealth Transfer : Canda 🍁 MSN: Most Canadians aren’t ready for the $1T wealth transfer

📜 Stories from the Great Wealth Transfer

• Celebrity Estates 🌟 PageSix: Paris Jackson is ‘concerned’ executors of late dad Michael’s $464M estate are taking advantage of fortune 

•  r/Inheritance: 

  • Is it normal to not mention a large inheritance to grandkids?

  • Inherited my uncle’s $440k property with my sister, who decided she did not want the house. I bought her out for $220k, made significant upgrades and sold it later for $750K. Now my sister thinks I pulled a fast one on her. 

• r/EstatePlanning:

  • My aunt is holding the sale of her parents' house hostage in exchange for a necklace given by her mother. What can we do?

  • My experience with being executor at 38: Shingles + Gray hair

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