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

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

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.

A charitable remainder trust (CRT) is an irrevocable trust in which you can place various financial assets, which then become ...

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 ...

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 ...