Sustaining Wealth Over a Lifetime: Advice for the Next Generation

Rachel Ling, CFP® |
Emerald GEMs

Nov. 2, 2021—Regardless of when you receive an inheritance or earn your income, sustaining wealth over your lifetime takes deliberate planning. It is important to follow a budget that is carefully designed to help you achieve your goals. In today’s podcast, Wealth Planning Analyst Rachel Ling discusses smart budgeting strategies to help your money last throughout your lifetime.


How to Help Professional Athletes Make Their Money Last When They Retire

Sharon L. Klein |
Wealth Planning
Irresistible in attack. Multi sports collage about basketball, American football players and fit running woman. Conceptual photo with running athletes in motion or movement at stadium with sand, smoke

This article was published in the July 23, 2021 issue of MarketWatch. In it, Sharon Klein shares her insights on why many professional football players, and athletes in general, don’t enjoy the long-term financial stability of their dreams. While athletes are making more money than ever, they can be financially vulnerable, potentially depriving them of a secure, long-term financial future.


Pride Sans Prejudice: A Conversation with M&T Bank Vice Chairman Kevin Pearson

Investment Management

As June is Pride month—which commemorates the long struggle for civil rights and equal justice for LGBTQ individuals—it’s an ideal time to look at this community in M&T and Wilmington Trust, as well as the clients and the neighborhoods we support. To take us through the way M&T Bank is focused on diversity, equity, and inclusion, we recently spoke with Vice Chairman Kevin Pearson.  Please see important disclosures at the end of the article.