Managed investment solutions are on the rise. | urfinguss/iStock/Thinkstock Assets in managed accounts, such as rep-as-portfolio manager programs, unified managed accounts and mutual fund advisory programs, passed $4 trillion at the end of...

Understanding the pitfalls and positives of guardianship.

While mortality and legacies may be uncomfortable discussions, trusts offer very real advantages as instruments of outcomes-based, long-term planning.

Money earmarked for charity used to pay creditor’s claim

Parents worry about the effect of wealth on their children.

Because kids. | bobaa22/iStock/Thinkstock Boomerang kids ruin retirement for their parents, according to a new survey by market research firm Hearts & Wallets. The survey found that boomers 65 years old and older who have financially indep...

Most older Americans want to retire right where they live; you may have to show them why that’s not a realistic option. 

If it were only that easy. | Noppadol_Anaporn/iStock/Thinkstock One week after the accidental death of the author of best-selling book The Millionaire Next Door, Helaine Olen writes in The Baffler that the object of the book – a self-made s...