Money Roundup: Making Wealth Last Edition

by Michael on May 19, 2014 · 2 comments

Did you know that 90% families with at least $5M in investable assets will exhaust that wealth within three generations? Well, it’s true.

The problem, of course, is unreasonably high withdrawal rates. On top of this, the money ends up getting spread pretty thin as the family grows across generations.

And now… Here are some articles that caught my eye this past week:

That’s it. I hope you have a great week.


1 Kurt @ Money Counselor May 19, 2014 at 12:33 pm

Thanks Michael for mentioning my post on thinking of your mortgage as an investment.

2 J. Money May 20, 2014 at 7:39 am

Thanks for the love, good sir – glad you enjoyed the article!

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