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Top related persons:
Liz Koehler - 2 Gen Zers - 1 Alliant - 1 Isabel Barrow - 1 Gen - 1 Athima - 1 — - 1 Ryan Viktorin - 1
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millennials
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Finance - 1 Alliant Credit Union - 1 Federal Reserve Bank of Boston - 1 Edelman - 1 Edelman Financial - 1 Intuit - 1 Fidelity Investments - 1 BlackRock's - 1

Search resuls for: "Liz Koehler"


2 mentions found


☆ The great wealth transfer has started — but millennials, Gen Z may not inherit as much as they anticipate
  + stars: | 2024-05-07 | by ( Jessica Dickler | ) www.cnbc.com   time to read: +2 min
There's a massive wealth transfer underway. "It has started and it's only going to accelerate," said Liz Koehler, head of advisor engagement for BlackRock's wealth advisory business. And yet, some millennials and Generation Z may not be inheriting as much as they think. Recent reports show a growing disconnect between how much the next generation expects to receive in the "great wealth transfer" and how much their aging parents plan on leaving them. However, 55% of baby boomers who plan to leave behind an inheritance said they will pass on less than $250,000, Alliant found.
Persons: Liz Koehler, Gen Zers, Alliant, Isabel Barrow Organizations: Finance, Alliant Credit Union, Federal Reserve Bank of Boston, Edelman, Edelman Financial Locations: millennials
☆ Say goodbye to retirement? A 'soft saving' trend is emerging among young people
  + stars: | 2023-10-23 | by ( Quek Jie Ann | ) www.cnbc.com   time to read: +7 min
But a "soft saving" trend is emerging among younger workers, challenging the traditional way of thinking. Soft saving refers to putting less money into the future, and using more of it for the present. "Soft saving is the soft life's answer to finances," said the report. In addition, Americans are "re-focused" on post-pandemic travel, a possible reason why there is a decrease in personal saving rates, said Fidelity's Viktorin. ""Soft saving is the soft life's answer to finances."
Persons: Gen, Athima, —, Ryan Viktorin, Gen Z's —, Liz Koehler, Koehler, Viktorin, Andy Reed, X, Boomers, Z's, Z, Gen Z, Fidelity's Organizations: Intuit, Fidelity Investments, BlackRock's, Wealth Advisory, CNBC, U.S . Bureau, Trading Economics, Blackrock, Vanguard, Transamerican Center, Retirement Studies, Retirement
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