Videos
Planning for HENRYs vs. a One-Time Lump Sum
High income and true wealth aren’t the same thing. Jeff McClean’s latest article explains why the plan for a HENRY looks nothing like the plan for someone who just received a life-changing windfall.
Control What You Can. Plan for the Rest.
When markets get rough, most people focus on the wrong things. Zach Whitchurch shares why the investors who come out ahead aren’t the ones watching the closest.
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.