Forget UBI, or universal basic income—the future could be universal basic wealth (or capital), according to a recent op-ed by California state senator Bob Hertzberg and tech titans Eric Schmidt and ...

Budgeting is the first step toward financial planning. It includes a series of questions about how you spend your hard-earned money. And being accountable for your inflows and outflows is a healthy ...

Most financially-secure people ponder the question “why should we expand our personal wealth if it already is adequately secure?” The simple reality is that life is always unpredictable and so is the ...

Basic investment courses advise stock buyers to avoid weak markets like the ones much of the world is seeing right now, including a Hong Kong stock market now trading at lows not seen since 2011. But ...

I recently attended a Rich Dad, Poor Dad wealth building seminar held by author Robert Kiyosaki’s financial education team. While I didn’t agree with all of the advice given (the seminar leader ...

Changes in tax policy since 1980 have been driving U.S. inequality to levels not seen since the original Gilded Age. Reversing that trajectory — and restoring a more egalitarian society — will require ...

US wealth management firms know that you have to be part of the digital landscape, but too many are only scraping the surface of what clients want and risk being left behind. A new report from J.D.

When we unplug for summer vacation, we usually fill our downtime by reading books we’re too busy to enjoy otherwise. This summer, however, I’m taking a different approach. Because we’ve been through a ...

Estate planning is an often overlooked element of financial planning. And we get it. It's easy to put off because it can be morbid and often doesn't kick in until late in our lives, but it's an ...

As part of Benefits and Worklife's Pre-Retirement Program for faculty and staff, Yuval Bar-Or, faculty at JHU's Carey Business School, will hold a webinar at noon on Thursday, Sept. 23, to discuss the ...