Learn about the ongoing multi-trillion dollar U.S. wealth transfer and how you as a benefactor or heir can make the most of ...

Paulina Mejia is national fiduciary counsel at Fiduciary Trust International. With over 20 years of trust and estates practice and advisory experience, Mejia serves the firm’s largest clients, as well ...

Women have long been the architects of family wealth—not just by managing the household, but by nurturing relationships, shaping values and planning for the future. It’s no surprise that women, who ...

With a background in journalism and counseling, Penny Min blends analytical research with real-world insight to help readers make informed financial decisions. At Forbes Marketplace, she specializes ...

This article is brought to you by Gregory Ricks & Associates. It can be all too easy to get distracted by the ups and downs of today’s economy, but the right experience and guidance can help you ...

Learn how financial modeling projects future performance and supports strategic planning with essential components like ...

Ed Note: The Robots Are Coming is a multi-part series by Scott Winters that explores how artificial intelligence is reshaping the role of financial advisors. From humanoid avatars to intelligent ...

Volatile markets can stir up a lot of emotions and concerns for investors—and they may react in ways that spell trouble for their investments. Annuities are just one tool that could help clients make ...

From budgeting and saving to investing and protecting loved ones, here’s how to build a long-term financial plan for your family Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is ...

When money becomes a source of leverage, it “fractures communication, creates misalignment, and erodes trust,” Jackie Combs ...

The transition into adulthood can be challenging, but there are some things that parents can do to help. Certified Financial Planner Michelle Buria, the Managing Director of Choreo, offers some ...