There’s a profound misunderstanding about life insurance that keeps most Americans from building wealth the way the ultra-rich do. While most people view life insurance as something that only benefits ...

The stock market isn’t where people build real wealth—it’s where they transfer it. This might sound controversial, but after decades in the financial industry and becoming a multimillionaire by age 26 ...

You’ve built wealth the hard way. Years of smart decisions. Risks taken and rewarded. Opportunities seized. And now, what you want most isn’t another forecast or projection. It’s the freedom to do ...

Question: “I am very concerned at how much debt the U.S. is accumulating. What happens if no one is willing to lend more — and if they are, at what interest rate? How does a person protect wealth in ...

Forbes contributors publish independent expert analyses and insights. I help ultra-high-net-worth families achieve multigenerational wealth. Media headlines about the wealth and succession plans of ...

If you find yourself in the lucky position of either passing along your wealth to your heirs or receiving a wealth transfer from a relative, this is an exciting thing, but it does come with some legal ...

Jean-Baptiste Wautier is an investor, philanthropist, and chair of multiple companies. He wants his estate to emphasize impact over ego, and he's doing that with these five strategies. This article is ...

I had a career as an economist and financial analyst in the commercial banking area. I retired at the age of 70, and then I started my own tax-preparation and representation firm because I enjoy ...

This is an archived article and the information in the article may be outdated. Please look at the time stamp on the story to see when it was last updated. WGN Radio’s Tom Fortino from Alpha Wealth ...

One of the unique aspects of my job as a family and consumer sciences educator is the coaching I’m able to conduct with individuals about personal finance and consumer behavior. My conversations ...