For many affluent families, the end of the year brings more than holiday traditions and travel. It's also one of the most critical windows for financial planning. When done right, year-end planning ...

It’s easy to equate a law degree with a high salary or net worth, but that’s not always the case. After all, not everyone gets a job in their field. Even those who do might not start out earning top ...

The U.S. economy is a rollercoaster. Stocks and bonds have taken a beating. New tariffs are shaking up markets, and layoffs are making headlines. For both the rich and everyone else, people are ...

The number of ultra-high-net-worth individuals on the planet passed the half-million mark in the first half of 2025. There are now 510,810 people with a net worth of at least $30 million, up 5.4% ...

Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse financial management experience. He is an expert on personal finance, corporate finance ...

When people think about leaving a legacy, they often think of the inheritance they will leave behind. Yet, as Brian Weiner, founder and CEO of the Family Office Resource Group pointed out, there’s ...

Looking for a trustworthy advisor who's worked with high-net-worth clients? Here are some practical steps to take.

In a 2026 survey, Forbes asked high–net worth individuals how they shop for luxury goods online. Here's a look into their ...