The 'Great Wealth Transfer' Myth

The much-hyped "great wealth transfer" may not be as grand as expected.

Rising healthcare costs, taxes, and longer lifespans could shrink those inheritances.

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Disclaimer - Everything expressed here is my opinion and not investment advice - please do your own research before risking your own money. Lark Davis and Wealth Mastery is not providing you individually tailored investment advice. Nor is Lark Davis or Wealth Mastery registered to provide investment advice, is not a financial adviser, and is not a broker-dealer. The material provided is for educational purposes only. Lark Davis and Wealth Mastery are not responsible for any gains or losses that result from your investments. Investing involves a high degree of risk and should be considered only by persons who can afford to sustain a loss of their entire investment. Investors should consult their financial adviser before investing.

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