Forbes contributors publish independent expert analyses and insights. My writing showcases excellence in wealth management. Some $14 trillion is expected to change hands as baby boomer entrepreneurs ...

Merrill Private Wealth Management advisor Michael Duckworth is happy to talk about what makes his team so successful. There are no shortcuts, Duckworth says. Everyone pulls their weight and no one at ...

If you’re considering using a HELOC, here’s how to decide if it makes sense for your financial situation. A home equity line of credit (HELOC) can be a valuable tool – for the right homeowners. When ...

Filing for Social Security at 62 will typically result in a reduced monthly benefit for life. There are some scenarios where claiming benefits early makes sense. Run the numbers carefully before ...

There’s only one thing you need to bring to a storytelling meeting for The Statement — a really good idea. A really good idea is something topical, something unique. You need to pluck the idea when it ...

Converting your portfolio to hold more bonds and cash can help protect against significant market drops. Social Security benefits are not impacted by market drops. Retirees should be prepared to ...

There is no doubt that Bermuda has a plethora of issues to tackle — our cost of living, crime, healthcare costs, housing crisis, and pension concerns just to name a few. There is no doubt our larger ...