Surveys about investing and transfer of wealth

Invest, Save, Spend ... Who Knows?

We get income and it seems to go to someone really fast. Do we have savings or investment goals, like paying to send a child to school, buying a house, a car, an iPhone, a new wardrobe, funding a wedding, a vacation, etc.? Do the goals keep us on track or are they just like well intentioned New Year resolutions?



Transfer of Wealth - Baby Boomers to their Children

Baby Boomers are becoming the old farts and eventually their wills must be executed -- face it folks, it's Mother Nature at work. Regardless of your generation, children may benefit as a transfer of wealth takes place.

And let's be clear about the purpose of this survey ... it's a survey, no one is going to contact you or sell you something because of your answers ...