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5 Smart Financial Gifts for Kids and Grandkids

November 5, 2025

Skip the toys that get forgotten! Learn about which financial gifts for kids and grandkids can help them build real wealth for the future....

Featured

Why Smart People Can Make Terrible Investment Decisions

October 14, 2025

Have you ever made a decision when you were scared or angry and later regretted it? We all have. And the same thing happens in investing....

Featured

The Hidden Risks of Referring Clients to CPAs

September 9, 2025

After 25 years in wealth management, I still lose sleep over CPA referrals. In this article, I discuss why referrals often feel risky and how a more effective approach can turn them into stronger partnerships....

Latest Articles

April 28, 2025

Financial Planning for Busy Attorneys: 3 Case Studies

Blog, Featured

Attorneys spend their days managing complex cases, often at the expense of their own financial planning. I’ve worked with many

April 25, 2025

Cash Balance Plans: A Case Study

Blog

How can a successful physician boost their retirement savings with a cash balance plan? Learn how it worked for one

April 10, 2025

What Is Your Company Worth? Why Business Valuation Matters

Blog

What’s your company worth? Stop guessing, start knowing! This article reveals the critical reasons why you need a professional business

April 10, 2025

The Cash Balance Plan: A Retirement Strategy for Small Business Owners and Their CPAs

Blog, Retirement Planning

Small business owners: Want to boost retirement savings and reduce taxes? A cash balance plan could be the strategy you’re

March 26, 2025

Should You Buy an Exotic Car?

Blog, Featured, Video

We’ve all had that moment—staring at a sleek exotic car, imagining the thrill of owning one. But is it a

February 6, 2025

Biggest Tax Mistakes Affluent Individuals Make

Blog, Featured

Are you making these common tax mistakes? As a wealth manager, I see affluent individuals making the same errors year