The “Great Transfer of Wealth” is a term used to describe the massive shift of assets and financial resources expected to take place in the
As a result of the distinct financial challenges women face as they age, often shaped by factors such as longevity, earnings, and workforce participation, planning
As we commemorate Women’s History Month, Legacy Private Trust Company takes a moment to honor the extraordinary women who have shaped our nation with their
In the spirit of Women’s History Month, it’s pivotal to highlight the unique financial landscapes women navigate. This observance traces its origins back to 1981
March is a significant month dedicated to celebrating Women’s History Month, a tradition rooted in the United States’ acknowledgment of women’s contributions and achievements across
As we honor Women’s History Month, it’s pivotal to recall its roots as a national observance. Initiated in 1981 through a congressional resolution, it started
For many women, wealth signifies much more than financial independence. It represents an opportunity to forge a lasting legacy that resonates deeply with personal values
For many women, wealth signifies much more than financial independence. It represents an opportunity to forge a lasting legacy that resonates deeply with personal values
Dealing with sudden spousal loss is a prospect most of us find challenging to confront. However, statistics gleaned from the U.S. Census data bring to
According to recent figures from the U.S. Department of Labor’s (DOL) Employee Benefits Security Administration, of the 59 million wage-earning and salaried women working in
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