Generation Z investors, the oldest of whom turn 26 in 2023, are saving for retirement; learning from family is key.

While an IRA is an easy asset to inherit because it bypasses the probate process, trouble lurks beneath the surface if you are not informed.

My advice for a big lottery winner? Choose an investment adviser that specializes in managing the ultra-high-net-worth. Or set up your own "family office."

If you are the winner of a billion-dollar lottery, there are some important time-related financial decisions you need to make.

Too many times, people believe that brokers’ actions don’t need to be double-checked. But errors occur; they need to be caught.

Some high-net-worth investors could be a target for investment fraud due to a lack of knowledge about complex financial concepts.

A family office can handle all things financial for the ultra-wealthy and their families – from investment management to bill paying, tax planning and funding charitable causes.

Before you sign a trusted contact form, you need to make sure your contact is just that – trusted. You also need to understand the scope of what you are agreeing to.