While reliable data shows that the very rich are, for the most part, getting much richer, some families go from "riches to rags" by failing to carefully pass down wealth from generation to generation.

Building wealth without a high income is a challenge faced by many, particularly those lacking access to retirement benefits.

Your 40s could be one of the best decades of your life. You may have found your career or family or found yourself more comfortable with yourself. But you're also about halfway to retirement. Whether ...

How to Build Wealth in a Volatile Stock Market” was previously published in June 2025. It has since been updated to include ...

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 ...

For some families, assets passed down from one generation to the next are pivotal in determining long-term prosperity. Family businesses, real estate holdings, and capital market securities are some ...

Who doesn’t dream of having more money than they’ll ever be able to spend? Dynastic wealth does have its charms. Money that lasts for generations (e.g., forever). Family and business legacies that ...

From 'affluenza' to abundance: How to teach heirs to value their privilege - and your money From 'Daddy, I want it now' to 'I understand.' We like to think of family wealth as the logical result of ...

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. It's a sobering statistic: Roughly 90% of family ...

Richard Stern is Acting Director of the Thomas A. Roe Institute for Economic Policy Studies and Director of the Grover M. Hermann Center for the Federal Budget at The... Today the country stands at a ...

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