Why High-Net-Worth Families Need a Financial Quarterback to Protect Their Wealth
High-net-worth families need a decent quarterback — a financial adviser coordinating other professionals on the team and keeping an eye on potential threats.
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High-net-worth families need a decent quarterback — a financial adviser coordinating other professionals on the team and keeping an eye on potential threats.
Portfolios limited to public equities capture a smaller slice of corporate growth, so investors are making room for private investments in their 401(k)s.
Even if gold mining companies become less profitable, it will still be business as usual for gold royalty companies.
While a move can protect your legacy, many retirees stumble at the finish line by ignoring the strict state residency tests used to challenge their new status.
Whether you're looking for a total "do-over" or just a temporary "pause," this quick quiz reveals exactly what is — and isn't — possible.
Price action up and down and all over the world is being driven by the president of the United States in unprecedented ways these days.
Don't just file your tax return and forget about it. Reviewing it will reveal how financial decisions have played out, and how to make better ones in future.
If retirement is the ultimate goal, why is it harder than we imagined? Regarding it as a game to keep playing, instead of a finish line, may be the answer.
Bill Ackman will take his Pershing Square hedge fund firm public in a rare "combined IPO" with a new closed-end fund. Here's what investors need to know.
The tax landscape has stabilized, giving wealthy families an opportunity to move away from reactive decision-making and redirect their attention toward planning.
When parents are absent, caregivers may not be able to make emergency decisions for a child without a Delegation of Parental Authority. Here's how to set it up.
Ever wonder how someone who's made a million dollars or more did it? Kiplinger's My First $1 Million series uncovers the answers.
New lender rules and shifting rates are changing how HELOCs work. Here’s how to compare options, avoid costly terms and borrow only what you need.
If you're "dead" tired of tax season, we have just the solution.
These proven strategies foster loyalty, trust and advocacy while boosting retention, referrals and your brand's impact.
Instead of worrying about the markets and running out of money in retirement, you might consider buying an annuity that guarantees you a lifetime income.
Older founders are three times more likely to succeed than 30-year-olds. Here's how to leverage your expertise while navigating the "Medicare gap" and self-employment taxes.
Fuel savings can add up quickly, but insurance, charging access and driving habits still matter.
A temporary suspension of the state gas tax comes alongside a one-time income tax rebate to help residents manage costs.
If you're looking to stash some cash away in a less risky venture, I'll break down two of the best accounts to consider.