To prevent family wealth from being eroded down the line, younger generations must be treated as active stewards of a legacy rather than passive heirs.

Building wealth is not all scrimping and sacrificing while adhering to a steady investing strategy. It’s knowing what to do at each step on the ladder of wealth that sets you up for success. Nick ...

The Great Wealth Transfer's begun, but are heirs ready to receive it? Tips on how to prepare for new responsibilities.

As baby boomers head deeper into retirement, financial experts say we are on the verge of a “great wealth transfer.” By 2048, approximately $105 trillion in assets will be transferred to heirs as the ...

I've been noodling on a new way to think about retirement planning, and I'd love to share it with you. It's still a work in progress, but I think it offers a helpful, and hopefully memorable, visual ...

Most Americans will make it to some rung of the middle class. Here's how much you need to get to the next tier these days. "Essentially, every client we work with views themselves as middle class" - ...