Blog

The percentage of American adults with strong financial literacy—the ability to understand various financial-related concepts and put them to use—has fallen to historically low levels

Life insurance can potentially play an important, even prominent, role in your wealth planning efforts. But you’ve got to be careful when using life insurance.

What drives successful, affluent people to keep growing their wealth? Often, the assumption is greed—they want more simply because they want to own and control

Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their

Increasingly, online social media personalities want to tell you what to do with your wealth. The rise of these financial influencers—“fin-fluencers”—is having a big impact

One of the best ways to make smart decisions about your wealth is to work with professionals who are able to connect with you and

Affluent families often pay close attention to their investable assets. But sometimes those same families overlook important financial safeguards for two of their largest assets:

It goes without saying that you play a crucial role in making the decisions that will determine whether you will achieve your financial dreams. That’s

Financial fraudsters are working overtime to target those of us with significant assets. Even worse: They’re having far more success at parting us from our

As someone looking to make smart decisions about your money so you can live a life of significance, one of your biggest goals should be

As we age, we tend to lose some of our cognitive abilities—and that, in turn, can cause us to make financial decisions that aren’t in

Affluenza. It’s become an all-too-common term used to describe the extreme bad attitudes and actions— sometimes horrific actions—of some children of affluent families. While it’s

Surprises on our birthday can make for truly special, wonderful moments. But when it comes to surprises about our finances? Yeah, not so much. It’s

The past few years reminded all of us that financial markets not only don’t always go up—a lesson we all likely know—but also that they

If you’re a high-income professional or entrepreneur—or if you simply have a substantial net worth—you probably realize that in today’s litigious culture, you could be

More U.S. households today own pets than ever before—a full 70%, up from 56% back in the late 1980s. And more than 23 million households

Estate planning—the process for how you transfer your wealth to heirs and others—can be important for anyone who wants comfort knowing that their loved ones

While most people would agree that having money is better than not having money, wealth itself doesn’t guarantee a smooth, happy or successful path. That