Editor’s note: This is the first article in a monthly step-by-step guide for getting your financial house in order. Yes, it’s a daunting process, but we’re breaking it down into manageable steps that ...

A summary of all your assets and liabilities is a crucial first step toward getting a better handle on your finances. Before you start putting together a net worth spreadsheet, gather as much ...

Learn strategies for High-Net-Worth individuals to manage wealth.

Have you ever heard the phrase “asset rich, but cash poor”? It’s easy for people to fall into the trap of owning a ton of stuff while still struggling to pay the bills. There’s another extreme, too: ...

Personal assets include anything you own that has monetary value, personal value, or both. Assets play an important role in determining your net worth and estate planning. Many or all of the products ...

HNWIs have $1 million+ in liquid assets, offering investment management flexibility. Estate and tax planning are critical for HNWIs as wealth increases. About 8-10% of U.S. households qualify as HNWIs ...