Market volatility has a way of testing even the most well-structured retirement plans. When equities swing and bonds fall short, what once felt like a balanced portfolio can suddenly look vulnerable. High-income earners who’ve…
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Balancing Risk and Opportunity: Is Crypto Worth a Spot in Your Portfolio?
If you’ve been working hard, carving out a successful career, and building wealth the old-fashioned way, talk of investing in cryptocurrency probably raises some red flags. The volatility, regulatory uncertainty, and stories of hacked…
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Donor Advised Funds: What to Know Ahead of 2026 Tax Law Changes
For years, the rules around charitable giving have held steady. But starting in 2025, upcoming tax code changes could impact not just how much you give—but also when and how you give. If you’re…
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Q&A: Smart Ways Business Owners Can Save for Their Children
Q. I’ve heard there are ways I can use my business to start saving for my kids. What is the best way to do this? A. That’s smart thinking! It takes true entrepreneurial spirit…
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How to Choose the Right Financial Advisor for Your Future
Not all financial advisors are created equal, and choosing the wrong one can cost you more than just money. From investment guidance to tax strategies and retirement planning, the right advisor becomes a long-term…
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How Alternative Investments Can Strengthen Your Portfolio in Your 30s and 40s
Q: What role should alternative investments play in the portfolio of a married couple in their thirties or forties looking to diversify and manage risk? A: First off, I want to commend you for…
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What’s in the One Big Beautiful Bill? A Quick Recap
Signed into law on July 4, 2025, the One Big Beautiful Bill Act (OBBBA) represents the most sweeping tax overhaul in recent years—since President Trump’s first-term Tax Cuts and Jobs Act (TCJA). Clocking in…
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How to Support Aging Parents Without Derailing Your Retirement
You’re working hard, saving for retirement, and maybe even helping your kids launch—but now your parents need help, too. For many couples in their forties and fifties, the financial squeeze is real. It’s a…
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What Trump’s First 100 Days Mean for Your Wealth, Taxes, and Plans Ahead
President Trump’s return to the White House has certainly stirred the waters, with fast-moving executive actions, shifting tax policy, and market volatility making waves across the financial landscape. If you’re a high-income earner, business…
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How to Retire Early: A Guide for High Earners
What if you didn’t have to wait until 65 to step away from work? For high earners juggling a successful career with a desire for more personal freedom, the idea of early retirement isn’t…
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