Building a Bridge Into the Future: Wealth Planning Scenarios for Everyone

By Sarah Swammy

This book provides a framework to help make individual wealth management accessible to all people, especially those without access to professional financial planning resources. Taking into consideration generational differences in investment priorities and alternative investments, recent shifts in technology and their consequences, as well as unique characteristics of the contemporary workforce, this book delineates the concepts, terminology, and techniques essential to wealth management, and provides a framework for readers to develop a robust and adaptable financial plan of their own. Specifically, the book considers companies that align themselves with sustainability, the environment, and creating a social consciousness footprint, helping readers understand what they need to know to develop a wealth planning strategy that meets their unique needs. It also examines the intersection between modern technology and the economy by considering new financial technologies, such as cryptocurrencies. Lastly, it provides insight on planning for long-term care, which is a major issue facing families as they care for aging family members.

• Format: Hardcover
• Language: English
• ISBN: 3030560163
• ISBN13: 9783030560164
• Release Date: August 2025
• Publisher: Palgrave MacMillan