High-Net-Worth Financial Planning Strategies to Effectively Manage Wealth

HNWIs require strategic planning to preserve their wealth.

Here’s the net worth and income of America’s top 10%. Are you on track to catch up?

But $1 million no longer makes you ‘affluent,’ defined as being in the top 10% of U.S. households. Now it requires a net worth of at least $1.8 million or an annual income of $210,000. So, of 23 ...
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Here’s the average net worth of 70-year-old Americans (how do you compare?)

Learn about the average net worth of 70-year-old Americans, how to calculate your own bottom line, and practical steps to ...

How One 30-Year-Old Couple Achieved Millionaire Status—Their Surprisingly Simple Path to Early Wealth

Becoming a millionaire at 30 doesn’t require crypto luck, extreme frugality, or burn out. It can be achieved using simple, repeatable habits accessible to everyone.

How Your Wealth Measures Up Against Today’s Retirees and What It Means

See what the latest Fed data shows about retirees’ net worth today, what’s shaping their finances, and the practical ways you can protect and strengthen your own wealth.