Growing up in a family that lost its fortunes within a generation, he witnessed first hand how wealth without proper stewardship can become a source of pain and fear rather than prosperity.

The idea of the American Dream has motivated people in this country for generations, but with each passing generation, that dream becomes further out of reach. While income is increasing ...

A survey of wealthy Americans by Charles Schwab reveals a fascinating generational divide over ... Today, she said, “planning is a much more family-focused, goal-focused approach to using ...