Americans are projected to inherit $105T over the next 30 years

Family offices’ estimated wealth is expected to hit $9.5T by 2030

The number of family offices, and how much money under their management, is growing rapidly both in the US and around the world.

History’s largest intergenerational wealth transfer is happening in the next few decades

The founder of a multifamily office firm offers lessons on how to preserve wealth for generations from a global perspective, like educating younger family members.

The 'ultrawealthy' in 2026 hold $30M or more

This group of ultra-high-net-worth individuals holds more than double the assets of the top 1% of Americans (and this group holds over a third of all American wealth). These folks go beyond a well-funded retirement plan and a paid-off home common to middle-class households with investments in private equity, commercial real estate, and alternative assets like art.

Roughly 90% of generational wealth dries up by the third generation, epitomized by the phrase 'shirtsleeves to shirtsleeves in three generations'

Several factors can influence how wealth is passed down from generation to generation, but some of the main threats are mismanagement, estate taxes, and an expanding family tree.

Half of the richest people in the US are finding ways around death taxes

One of the main purposes of the federal estate tax is to crack down on generational wealth, so wealth isn't concentrated among a select few. However, the ultra-rich have found ways around paying these taxes. This ProPublica article investigates the practices used by half of the 100 richest people in the US to avoid death taxes.

The wealthiest Americans own the vast majority of the stock market

Recent data from the Federal Reserve shows that the richest people in America own 93% of all the country's stock—the highest level ever recorded. Meanwhile, the bottom 50% of Americans held just 1% of all stocks.

Visualizing the world's wealth in 2019

The world has a net worth of $360T. The U.S. economy continues to dominate given its sheer size, Asia and Europe are not that far behind.

America’s richest families

You could probably name a few of America's richest people, like Elon Musk or Mark Zuckerberg, for instance. But could you name the richest families in America, like the Waltons or the Mars family? Explore the list of 2024's richest families in America—and find out how they made their money—here.

Only 5 states have inheritance taxes

Unlike estate taxes, inheritance taxes paid by the beneficiary of the estate (the person who inherits the deceased person's financial assets). The federal government doesn't levy an inheritance tax, but five states do. They all have varying tax rates and rules.

A growing number of Americans are leaving trust funds behind for their pets

A pet trust ensures that an animal receives financial support and care if its owner can no longer care for the pet. Some lucky dogs have inherited millions of dollars from their owners.

The median trust fund contains roughly $285K

That’s according to data from the US Federal Reserve. There isn’t a specific net worth that can help determine whether or not someone needs a trust—but contrary to popular belief, trust funds can be great estate planning tools, even for people who aren’t ultra-wealthy.

America's financial burden from dementia in 2025 was $781 billion

That figure, calculated by researchers at the University of Southern California, includes medical and long-term care costs, unpaid family and friend caretaking, lost productivity for patients and their families, and the economic loss in quality of life for patients and their families. In 2025, they estimate there were 5.6 million people living with dementia.

Americans ages 30 to 34 have $44,800 in their 401(k) accounts on average

Americans ages 28 to 44 save about 13.5% of their pretax income on average, which is close to the recommended retirement savings rate of 15%.

Financial advice from America’s founding fathers

Several of America's founding fathers—Benjamin Franklin, Thomas Jefferson, and Alexander Hamilton—espoused various financial platitudes during their lives. According to the financial publication Kiplinger, much of their advice holds up in modern times. This article rounds up a few wise words from the founding fathers (and even one first lady) about compound interest, taxes, and education. For money-management tips from America's early days, click here.

Some say a $100,000 salary can’t buy the American dream

According to a 2023 survey, 52% of Americans said they would need to earn at least $100,000 a year to be financially comfortable. However, for a family of four, that's not enough money to achieve the American dream (having a degree of economic security) in any of the 50 states.

America’s looming debt spiral

The United States has a debt problem. In 1989, the national debt was almost $3T. As of 2023, that number had ballooned to more than $30T. This video explains why the national debt grew so quickly, and what America's options are going forward. It also explores why the problem is trapped in political gridlock. Watch it to find out more.

What are college endowments? An expert explains

College endowments are meant to last forever. That's why some of the oldest, most prestigious schools in the US have lasted so long. A higher education finance expert weighs in on how these funds work and offers fascinating tidbits on how they impact university finances.

Each generation’s median income

Discover data about each generation’s income in the US. Generation X currently holds the title of highest earners, with notable wealth for those living in Maryland. Find out which groups tend to succeed and why, while seeing where you stand in comparison.

Visualizing how Americans spend their money

Almost half of all American consumer spending goes toward transportation and housing, at least according to 2023 data from the Consumer Expenditures Survey by the Bureau of Labor Statistics. The survey found that the average American spends roughly $25K per year on housing. This colorful pie chart helps visualize shows how the average American spends their annual earnings—click here to see it.

People with annuities (annuitants) tend to skew older, with most approaching retirement age

However, others also invest in an annuity contract when they come into a large sum of money, like an inheritance. There are lots of myths surrounding annuities, such as the idea that they're only for the wealthy.

US consumers collectively owe more than $1T to credit card companies—almost as much as they owe in auto loans.

See who Americans spend time with over their lives

Time with friends peaks in the teens and falls sharply by the 30s, while time with coworkers dominates middle age. After retirement, both nearly vanish, and time spent alone climbs steadily to nearly 8 hours a day by age 80.

Why the US can’t end poverty

Despite being among the wealthiest nations in the world in terms of GDP, the US has a major poverty issue, with more than 37 million Americans living in poverty as of 2023. Part of the issue is that the standards by which the US measures poverty are outdated: The official poverty measure in the US today is based on calculations from the 1960s. Find out more in this video.

In 2025, American tech companies will spend $300B to $400B on AI

That is, in nominal dollars, more than any group of companies has ever spent to do anything. Notably, these companies are not remotely close to earning $400B on artificial intelligence.

Calculate how much of your tax dollars go to each federal program based on your income, filing status, and number of children

Buffett is known for being extremely generous with his fortune

So generous that in 2010 he pledged to donate 99% of his money. He said this money “can have a huge effect on the health and welfare of others.” This letter is Buffett’s philanthropic pledge, which details his commitment to giving and how luck and privilege helped him accumulate so much money.

Why Americans don’t talk about money

In the United States, asking someone how much money they make (or any questions about money, really) has long been considered rude. But where did this social norm come from originally? And why do Americans still feel so awkward talking about money? This article from The Atlantic takes a deep dive into the socioeconomic forces that created the money taboo. Read the full piece here.

The power and influence of the American presidency have expanded significantly over time—far beyond what the founders envisioned.

US housing costs have risen by roughly 175% between 1991 and 2026—but a growing number of Gen Zers are becoming homeowners anyway. In 2025, 4% of homebuyers were Gen Z, up from 3% the year before.

Use this tool to calculate the dollar value of your parental mental load, from meal planning to coordinating after-school care, then see resources that help generate solutions.

The US dollar is the most widely circulated currency in the world, and is involved in nearly 90% of global transactions

About 2,000 US babies are born annually without some portion of their limbs, potentially leading to a lifetime of pricey prosthetics.

The American Society of Civil Engineers' infrastructure report card gave the US a C in 2025, its highest grade since the project launched in 1998.

While the first exchange-traded fund (a 'basket' of different assets that can be bought and sold on a stock exchange) in the US only launched in 1993, the global ETF market has grown to more than $10T in the short time since.

Warren Buffett's former professor Benjamin Graham is known as the 'father of value investing,' a strategy in which investors seek to buy stocks trading below their intrinsic worth.

Dozens of S&P 500 stocks, including Coca-Cola and Walmart—known as the dividend aristocrats—have increased dividends every year for 25 years

11 people died from firework injuries in the US in 2024.

In 2026, Finland was named the world's happiest country for the ninth consecutive year based on its wealth, social safety network, and high life expectancy, among other factors.

Play the role of a student in a game where you try to navigate college and remain debt-free, selecting different income levels, high school experience, race, ethnicity, and more.

See how each of the more than two million known species relates to each other—and to common ancestors—in this zoomable tree of life.

Art theft is the third-largest source of criminal revenues worldwide, thanks in part to the subjective nature of valuing a work of art.

Louisiana's 'Cancer Alley' is infamous for having some of the highest industrial pollution, toxic air emissions, and cancer risks in the US.

Electrical grids worldwide must double their power delivery capacity by 2050 to meet surging demand from AI and electric vehicles.

Scientists testing how climate change affects plants found, in a years-long simulation study, that poison ivy grew 70% faster with the resulting extra carbon dioxide.

In 1939, baseball star Lou Gehrig delivered his inspirational 'Luckiest Man' speech after retiring due to the health condition that now bears his name.

The first line of 'immortal' human cells, which can divide indefinitely and are used in scientific research, was nonconsensually taken from a Black woman.

20,000 letters to the advice columnist 'Dear Abby' provide insight into prevailing sex, religion, and LGBTQ fears, anxieties, and concerns from the 1950s onward.

Apollo astronauts left items in the moon's 'toss zone,' including golf balls, family photos, and bags of human waste, to make room for lunar rocks.

The most expensive ad of all time was for Chanel No. 5 perfume and cost roughly $33M to produce in 2004—about $57M in today's dollars.

Apeirophobia is an overwhelming fear of living forever, perhaps stemming from the brain's inability to conceptualize an infinite life.