But $1 million no longer makes you ‘affluent,’ defined as being in the top 10% of U.S. households. Now it requires a net ...

Here is what Kristy Kim, the CEO and founder of TomoCredit, said high-net-worth households do differently in the first 60 ...

There’s a difference between high income and high net worth — and there’s a growing gap between the two, according to a U.S.

Kinsale Capital Group beat expectations on both the top and bottom lines. Investment income continues to be a major growth driver thanks to higher-yielding fixed-income investments. Kinsale's combined ...

Wealthy retirees often overlook Social Security. But timed properly, it can drive tax efficiency, keep Medicare costs in ...

Alex Shahidi, JD, CFA®, CFP®, ChFC®, CIMA®, is a Managing Partner and Co-CIO at Evoke Advisors, and Host of The Insightful Investor Podcast. Many investors design their portfolios to generate a steady ...

Most people who own annuities are middle class. Seventy percent of annuity owners had total annual household incomes under $100,000 with a median annual household income of $79,000, according to The ...