Wealth means different things to different people and typically different attitudes can be attributed to different age groups.
Wealth across the generations
Health and wealth are often considered to be the primary drivers of an individual’s satisfaction. Of course this is very subjective but generally being in control of one’s wealth, or at least having a sense of understanding, offers a degree of life security.
At JM Finn we are not doctors so we are not going to opine on things medical, although we do believe that, like wealth, one’s health is an area that the great majority still wish to discuss on a private, face to face basis. Yes, we can research the symptoms online, but when it comes to diagnosis, prevention and/or cure, we turn to the professionals. Likewise our wealth.
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Generational wealth
It is generally accepted that there are differing attitudes towards all manner of financial aspects, not just money and wealth, across the ages. These changes are attributed to three key facets:…