Artificial Intelligence (AI) is changing the world, and it’s no secret that those who master and harness this technology can create immense wealth for themselves and their clients. The rapid evolution ...

Stated simply, people who inherit generational wealth have a significant financial advantage over those who do not. These people likely have the ability to avoid student loans and other types of ...

Building wealth without a high income is a challenge faced by many, particularly those lacking access to retirement benefits. While some high-income earners paradoxically have low net worth due to ...

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 ...

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 ...

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 ...

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 ...