Wealth Blog

Tuesday, May 24, 2011 4:55 pm
By Judy Martel · Bankrate.com

Being wealthy doesn’t guarantee a worry-free retirement. In May, InvestmentNews surveyed 542 advisers to ask what they believe to be the biggest obstacles to a successful retirement plan. Chances are, they’re the same as everyone else’s concerns, but for those who have saved and invested, these five challenges can be overcome or managed with a little planning

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Sunday, May 22, 2011 8:18 am
By Judy Martel · Bankrate.com

Affluent investors are still in a funk over the economy, according to a recent survey. Asset manager MFS Investment Management surveyed 596 wealthy individuals with between $100,000 and $1 million to invest, along with 610 financial advisers, and found that 32 percent described their investment stance as “protective.” Fewer than half (41 percent) say they

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Wednesday, May 18, 2011 1:58 pm
By Judy Martel · Bankrate.com

Legislation passed at the end of 2010 raised the amount an individual can exempt from federal estate tax to $5 million, but there’s also another provision in the law that helps married couples. Referred to as estate tax portability, the new law means that widows and widowers can now add the deceased spouse’s exemption to

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Saturday, May 14, 2011 1:24 pm
By Judy Martel · Bankrate.com

The market’s volatility has been unsettling, causing investors to seek diversification with alternative investments — so-called because they are designed to provide a counterweight to traditional investments like stocks, bonds and property. Commodities such as gold and silver, which have taken off in price in the last year, are examples of alternative investments. InvestmentNews surveyed

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Wednesday, May 11, 2011 12:59 pm
By Judy Martel · Bankrate.com

The total wealth of the world’s millionaires will more than double by 2020, with the U.S. holding the lead, according to a study by the Deloitte Center for Financial Services and Oxford Economics. Worldwide wealth will balloon from $92 trillion worldwide this year to $202 trillion in 2020, an increase of 119 percent. Of the

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Sunday, May 8, 2011 2:30 pm
By Judy Martel · Bankrate.com

Wealth is no accident — even if you’re lucky enough to inherit money, it takes some amount of diligence and common sense to keep it. We’ve all read about the rich and famous who are in foreclosure and the lottery winners who have lost their newfound fortune within a matter of months. Most entrepreneurs will

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Tags: money, rich, wealthy
Wednesday, May 4, 2011 3:24 pm
By Judy Martel · Bankrate.com

Should the rich pay more in federal taxes? It depends on who you ask. According to a Gallup poll conducted last month, the sentiment among the middle class is that the wealthy should pay more in taxes. But — not surprisingly perhaps — the wealthy don’t agree. As political talk increases around allowing the Bush-era

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Tags: rich, Taxes, wealthy
Sunday, May 1, 2011 1:47 pm
By Judy Martel · Bankrate.com

For purposes of taxation, President Barack Obama has defined the wealthy as those couples earning at least $250,000 per year. But there are plenty who have disagreed with that assessment,  especially residents in high-rent districts like Manhattan and Los Angeles, where a quarter of a million doesn’t go as far as it would in, say,

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Wednesday, April 27, 2011 4:08 pm
By Judy Martel · Bankrate.com

Precious metals have certainly been sparkling investments over the past year, as investors seek to hedge against possible global inflation. Last week I wrote about the rush to gold, and while silver has enjoyed an even more meteoric rise, it suffered a sizeable drop recently on fears that its run is unsustainable. Since silver is

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Sunday, April 24, 2011 1:58 pm
By Judy Martel · Bankrate.com

Love him or hate him, there’s never been a shortage of opinions on Donald Trump. There’s also little doubt that he has any hesitation about courting controversy. As most of the country now knows, the billionaire is talking about becoming a Republican candidate for president in the 2012 election. He has said he’s willing to

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