Balanced Investment Strategies for HENRYs
Are you a high earner but not sure where to put your money? This article breaks down how HENRYs can balance enjoying their income now with building serious wealth for the future. Stop leaving money on the table!
Trying to Sell a Business? Learn How We Helped One Owner Find Success
Selling a business isn’t just a financial decision—it’s a turning point. Whether you built it from the ground up or took it to new heights, deciding to move on comes with a mix of excitement, uncertainty, and tough decisions. The process itself is complex, full of negotiations, tax implications, and strategic planning. And beyond the […]
Speculating vs. Investing: Understanding the Key Differences
By Jimmy Mortimer and Zach Whitchurch “The world is not driven by greed, it is driven by envy. The fact that everybody is five times better off than they used to be, they take it for granted. All they think about is somebody else having more, and it’s not fair that he should have it […]
How We Manage & Invest Our Own Money
By Jeff McClean and Zach Whitchurch At Solidarity Wealth, we don’t just talk about managing money—we live it. As entrepreneurs, we’ve navigated the same challenges our clients face: balancing the demands of building a business with establishing financial stability for our families. These experiences have shaped how we manage our own wealth and how we […]
5 Strategies for Tax-Efficient Charitable Giving
By Zach Whitchurch, President & Lynn Evans, Director of Family Office Services When it comes to philanthropy, most people focus on its profound impact on others—and rightly so. But here’s something we often overlook: giving doesn’t just change the lives of the people or causes we support; it transforms the giver too. And yes, part […]
8 Proactive Year-End Tax Strategies for 2024
By Lynn Evans As 2024 draws to a close, now is the time to take a proactive approach to your financial and tax planning to maximize savings and align financial decisions with long-term goals. At Solidarity Wealth, we know that reducing tax exposure requires more than last-minute adjustments—it demands a thoughtful, forward-looking strategy. With a […]
Qualified Small Business Stock: A Tax Game-Changer for Business Owners
As a business owner, imagine your first $10 million in gains being completely tax-free. This is the power of Qualified Small Business Stock (QSBS). Through careful planning, QSBS can: Exempt your first $10 million in gains from both federal and many state taxes Allow you to “trust stack,” enabling even more tax-free savings […]
Moving Beyond Money: Creating Purpose in Your Wealth Transfer
By Zach Whitchurch President | Wealth Advisor Certified Private Wealth Advisor® CFP® When people ask me about transferring wealth to the next generation, they often focus on the mechanics—the trusts, the tax strategies, the financial vehicles. But after working with successful families for years, I’ve learned that the most critical question isn’t how to transfer […]
Tune Out the Noise and Stick to Your Plan
By Danny Clark, Certified Private Wealth Advisor® Are you overwhelmed by the constant barrage of financial advice from the media and your friends? Do you find it difficult to stay focused on your long-term financial goals? In this brief video, we discuss the importance of tuning out the noise and sticking to a personalized […]
The Power of Consistency: A Long-Term Perspective on Wealth Building
By Zach Whitchurch President | Wealth Advisor Certified Private Wealth Advisor® CFP® In the finance realm, we often encounter complex strategies and intricate market analyses. However, one of the most powerful concepts in wealth building is also one of the simplest: consistency. This principle, instilled in me from a young age, has proven to be […]