Search form

NEWS

RECENT POSTS

The Great Wealth Transfer: Millennials Be Prepared

Millennials, those born between 1981-1996, could experience a substantial increase in wealth—almost a five-fold growth compared to their current financial status, according to a study by WealthEngine and Coldwell Banker Global Luxury. By 2030, many millennials are expected to inherit $30 to $68 trillion (even estimates of $140 trillion) from their baby-boomer parents, marking one of the most significant wealth transfers in history.

Professional Advisor Recognition Society Spotlight on Nicole T. Livingston Partner, Council, Baradel, Kosmerl & Nolan, P.A.

Colleagues say that Nicole’s knowledge and ability to explain complex matters in terms everyone understands are her strengths.

'The GreatWealth Transfer' and Women's Giving

Nearly 26 years ago, Anne Arundel County resident Carol Thompson gathered other community-minded residents and formed what we now call the Community Foundation of Anne Arundel County (CFAAC). Thompson’s efforts embodied the giving spirit reflected in other women philanthropists throughout history. From Madame C.J. Walker, a self-made African American millionaire who created employment and scholarship opportunities for women, to modern-day philanthropists like MacKenzie Scott, women have had a front seat in driving change for good through their actions or finances. March is Women’s History Month, so it’s fitting to explore women’s roles in philanthropy past, present and future.

CFAAC Community Connector - March 2024

In this edition of the CFAAC Community Connector, provide updates on our grant applications, our impact, insights into 'The Great Wealth Transfer', scholarship opportunities, new Funds, community events, and news for professional advisors.

x