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.
Th
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 loved ones
One of the best plans to take from the financial playbook of the Super Rich—those with a net worth of $500 million or more—is to work with professionals to help
Chances are, planning for retirement is one of the most important steps—series of steps, really—that you’ll undertake in your life. Unfortunately, we don’t
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
Bill and Melinda Gates weren’t a typical couple. But they are part of an increasingly common trend: divorce among people over the age of 50.
“Gray
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 why it
When making decisions about your wealth and finances, how often do you and your spouse (or partner) work together as a team to arrive at a place where you’re
Many financial professionals call themselves wealth managers these days. In some cases, this descriptor is right on the mark—it describes them accurately. For
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 our best interests.
One of the best things you can do when managing wealth is to be extremely clear on what you’re looking to accomplish and what hurdles stand—or could stand—in
Finding the Right Wealth Manager for You
It can be quite a task to evaluate the expertise and experience of a wealth manager before you work with him or
