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Ultra-wealthy Americans make up just 0.001% of the population. You only really need a fraction of their wealth to fall into the top 10%, 5% or even 1% of American earners.

Advisors and clients will see a flurry of coveted tax breaks come and go in the next three years. Here’s how to keep track.

A salary below this amount is a dating deal-breaker for many Americans, survey shows.

Not only did Social Security benefits increase in 2023, but Medicare Part B premiums declined for the first time in more than a decade, resulting in larger net Social Security benefits for most retirees.

Executives at Wells Fargo Advisors introduced the 2023 compensation plan for its 12,011 financial advisers, in what its executives believe will be seen as a continuation of the effort to simplify pay at the firm and reward financial advisers.

A new study reexamines the link between income and contentedness. Despite common belief, the more money you have, the happier you might be.

Why a group of researchers thinks that, on average, 10 percent of public companies commit securities fraud each year.

Some of this year’s biggest tax changes are those tax breaks you won’t get — after pandemic-era credits expired.

The SECURE 2.0 Act makes major changes to retirement savings plans. Here’s what you need to know.

“Overview & Estate Law Changes” Presentation by Stephanie Winstead for the Spring 2023 workshop series