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
