News and Updates

January 21, 2026

Is a Franchise Really a Passive Investment?

Franchising opportunities are showing up everywhere right now. One example cropping up recently is 7 Brew, often structured as a multi-location commitment within a specific region. On paper, the projected […]

January 20, 2026

Solar Tax Write-Offs: When Incentives Drive Investment Risk

Questions about solar investments usually start with taxes. Investors hear about large write-offs, accelerated depreciation, and credits that can offset other income, and it sounds compelling. But whenever an investment […]

January 14, 2026

Rethinking 529 Funding as Education Models Evolve

Questions around 529 plans have shifted recently. It is no longer just about how much college will cost. More parents are asking whether traditional education will look the same at […]

January 13, 2026

Enjoying Financial Success Without Raising Entitled Kids

This is one of the most common and emotionally charged questions we hear from successful parents. You spend years grinding, building careers, living modestly, and making tradeoffs. Then the hard […]

January 7, 2026

Selling a Long-Held Home Without Letting Capital Gains Taxes Decide

When someone has owned a home for decades, the decision to sell is rarely just financial. Often it is driven by family changes, like wanting to be closer to children […]

What’s Next?

We provide financial planning and advice. All new client relationships begin with a comprehensive initial plan. Fill out our online form below to receive a complimentary personalized proposal within two to three business days.