Articles
Plugging the Leaks That Drain Your Net Worth
By Danny Clark, CFP®, CPAW® Successful entrepreneurs and executives are typically meticulous about growing their wealth. They negotiate deals, build companies, and make thoughtful career
How the OBBBA Changed Charitable Deductions — And How to Plan Around It
If you’re in the top tax bracket and regularly give to charity, the One Big Beautiful Bill changed the math on your deductions. There is a new 0.5% floor, a 35% ceiling on itemized deduction tax benefits, and strategies to know about before year-end. Our latest article covers what changed and how to plan around it.
The Happiest People I’ve Ever Met
By Zach Whitchurch, President | Wealth Advisor, Certified Private Wealth Advisor®, CFP® Something interesting happens when you spend enough time around money. You start to
7 Questions to Ask Yourself Before Taking on Debt
Debt can be a tool to help you work toward your financial goals, but it can also set you back. Our new article shares the 7 questions to ask yourself before you take on new debt.
Utilizing ESPP Plans for Charitable Giving and Tax Efficiency
Employee Stock Ownership Plans are a great way to invest in your employer, especially with discounted purchase options. If you’re a high-income, high-bracket executive, though, how do you handle the tax impact of divesting your shares? Learn how Solidarity Wealth can help with the tax bite.
What to Do With $10M+ in Sudden Liquidity: The First 12 Months
Just sold your business or had a big payout? The next 12 months could shape your financial future. Don’t rush; discover the smartest moves to protect and grow your newfound wealth.