“Choosing when to retire is one of the single most important financial decisions we make in our lives,” noted Morningstar researcher David Blanchett.

In the best of circumstances, probate is time-consuming and expensive. In the worst, it is downright excruciating.

“We love student housing. We’re very big in student housing across the country,” says Jeff Holzmann, managing director of iintoo Investments Ltd., a New York City-based network for real estate investing.

Serving overlooked millionaire clients—many of whom are successful business owners—poses a host of interesting challenges for financial advisors.

U.S. District Judge Katherine Forrest said the plaintiffs failed to prove that NYU’s retirement plan committee acted imprudently or caused losses.

The median net household worth of those in Generation X rose 115 percent since 2010.

Short of a foreign military invasion, nothing destroys wealth faster than serious family drama.