Investments / Wealth Building
Should You Use a Trust to Pass Wealth to Your Children — or Is a Simple Will Good Enough?A will gets the job done — but is it enough? As estates grow more complex and family structures evolve, Sabrina Corlette, Michael Smith, and Jessica Huang debate whether a trust is a smart investment or an unnecessary complication when passing wealth to your children.
Investments / Wealth Building
Is Index Fund Investing Enough to Build Real Wealth — or Does It Just Keep You Average?Index funds are simple, cheap, and popular — but can they actually make you wealthy, or just keep you average? Rick Ferri, Josh Brown, and Christine Benz debate whether a "set it and forget it" strategy is enough to reach real financial goals.
Global Business / Economy
Should You Pay for a Financial Plan Upfront — or Is a Free Consultation All You Really Need?Only 30% of Americans feel confident in their financial decisions — so when you sit down with an advisor, should you pay for a full plan or start with a free consultation? Sallie Krawcheck, Michael Kitces, and Jean Chatzky weigh in.
Investments / Wealth Building
Should You Pay Off Your Mortgage Early — or Invest That Money Instead?Should you pay off your mortgage early or put that money to work in the market? Financial experts are divided — here's what Dave Ramsey, Howard Dvorkin, and Suze Orman each recommend, and how to find the right answer for your situation.
Credit & Personal Finance
Should You Incorporate Overseas to Pay Less Tax — or Is That a Risk Not Worth Taking?Lower taxes, favorable regulations, and global flexibility — incorporating overseas sounds like a no-brainer for ambitious business owners. But the gap between a legal tax strategy and a costly legal violation is narrower than most realize. A CPA partner, a tax attorney, and a financial advisor debate whether the reward justifies the risk. One verdict.
Investments / Wealth Building
Is Real Estate Still the Safest Long-Term Investment — or Has That Conventional Wisdom Expired?Real estate has been the default "safe" investment for generations. But with interest rates elevated, prices stretched, and markets increasingly cyclical, that conventional wisdom deserves a real challenge. A veteran real estate investor, a market expert, and an entrepreneur who built a portfolio on leverage disagree on whether the safety narrative still holds. One verdict.
