Stop Obsessing

Retirees, Stop Obsessing Over Inheritance—Why Holding Onto Wealth Could Be Hurting You

Retirees, it's time to rethink inheritance. Holding onto wealth too tightly can harm your financial security and limit the joy of retirement. This guide explains why giving during your lifetime—known as “giving with warm hands”—offers more value for both you and your heirs. Learn how to balance legacy with living well, with expert-backed advice, real examples, and strategies to ensure your golden years truly shine.