But if there’s one commitment worth seeing through, it’s the resolve to start the conversation about your financial future. Financial resolutions are about taking ownership of your long-term well-being and ensuring your wealth plan reflects your values, goals and the legacy you want to build. Know your financial healthComplex portfolios, multiple accounts, family dynamics and philanthropic commitments can make it difficult to see the full picture of your financial life now and in the future. With Cerruli’s estimate that $54 trillion of the Great Wealth Transfer will first move horizontally to surviving spouses, preparation is essential. One thing that baby boomers, Gen X and millennials overwhelmingly agree on is that family values are the foundation of their financial values.

Source: Forbes April 10, 2026 15:21 UTC