Videos
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.
Should You Invest at All-Time Highs?
I’ve been getting the same question a lot recently: “Should I wait for a pullback before investing?” When the market feels high, nobody wants
Why You Feel Broke Despite Making Six Figures: The Five-Bucket Reality Check
Are you feeling broke despite a high income? You could be doing everything right—your money is just invisible. In our latest article we explain the Five-Bucket Reality Check.
Rethinking Legacy: The Case for an Anti-Inheritance Plan
In our latest article, Jeff McClean introduces the anti-inheritance mindset—an approach that challenges conventional wisdom and offers a more intentional path to supporting your family.
2026 Market Outlook
I’m not a fan of the whole prediction game. But we’re at the start of a new year, and I have some thoughts on what’s