News and Updates
The Vacation Home Just Changed: What to Do When the Rental Income Disappears
Zoning changes that restrict short-term rentals are showing up in more markets every year. For years, homeowners have built retirement plans around VRBO and Airbnb income, and in a growing […]
Why Living Off Dividends Feels Safer Than It Is
A listener wrote in saying they retired last year and a friend suggested reconstructing the portfolio to live entirely on dividends so they would never have to touch the principal. […]
Why Hitting $10 Million Didn’t Feel Different
A listener wrote in this week with a problem I hear constantly from successful business owners. He is in his mid-40s, still running his company, and has about $10 million […]
What SECURE 2.0 Actually Lets You Do With a Leftover 529
A listener wrote in saying their family funded a 529 for their daughter starting when she was born, and that their daughter ended up receiving a significant scholarship that left […]
Stacking a Cash Balance Plan on Top of a Solo 401(k)
For high-earning consultants who have already maxed out their solo 401(k), the next question that tends to come up is whether to add a cash balance plan on top. The […]
What’s Next?
Every engagement begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.