Keeping the Home in a Divorce: How a Buyout Really Works
Mortgage rates under 3.5% were a once-in-a-generation gift…
Escrow Refunds in a Divorce: Who Should Receive the Check?
When a marital home is sold or refinanced, there’s often money sitting in the escrow account—prepaid property taxes and/or homeowners insurance…
Homeowners Insurance After a Divorce: The Easy-to-Miss Detail
After a divorce is final, it’s common to feel too drained to tackle every follow-up task…
The 5 Pillars of Personal Finance and How to Master Each One
Money won’t run itself—and without a strategy, it can end up running you…
HSAs in Divorce: What Changes and What to Watch
Health Savings Account (HSA) lets you set aside pre-tax dollars to pay qualified medical expenses…
Making Your Retirement Income Last
As retirement nears, the focus shifts from building wealth to converting it into reliable income…
Keeping the House in a Divorce with a Reverse Mortgage
Reverse mortgages once had a shaky reputation, but today’s rules and safeguards make them worth a fresh look…
Cutting Your Tax Bill in Retirement: A Practical Guide to Keeping More of What You’ve Saved
Minimizing taxes is one of the most important—and most overlooked—parts of retirement planning…
A 5-Step Guide to Choosing a Fiduciary Financial Planning Firm
The advisor you choose will shape years of decisions—compounding for or against you. The right partner helps you build wealth deliberately, reduce taxes, and protect what matters…
Co-Owning the House After Divorce: Read This Before You Skip the Refinance
With mortgage rates much higher than a few years ago, many divorcing couples simply can’t justify refinancing and losing their low-rate loans…
Roth IRA Conversions for High-Net-Worth Families: Why Acting Now Can Pay Off
When you’re stewarding significant assets, taxes can become one of your largest lifetime expenses…
SLATs for Couples: Protect Wealth While Keeping Options Open
When you’re securing your family’s future, high-net-worth couples need strategies that trim potential estate taxes without sacrificing flexibility. A Spousal Lifetime Access Trust (SLAT) can do both…
Capital Gains: Practical Ways Successful Investors Keep More
Managing capital gains isn’t only about taxes—it’s about keeping more of your hard-won returns…
IDGTs Explained: How an Intentionally “Defective” Grantor Trust (IDGT) Really Works
When you start looking at advanced estate strategies, you’ll quickly run into the “Intentionally Defective Grantor Trust,” or IDGT…
Diversifying Smartly for High-Net-Worth Investors
Managing downside while leaving room for upside is the real engine of durable wealth…
High Earners & Taxes: Smart Moves to Keep More
A strong income has plenty of perks—but a big tax bill doesn’t have to be one of them…
After-Tax Investing: Grow Wealth While Reducing the Bite from Taxes
You earned every dollar—don’t let preventable taxes siphon off your results…
Managing Loss Risk: The Quiet Driver of Steadier Returns
Growing wealth isn’t only about chasing gains—it’s just as much about limiting losses. Seasoned investors focus on both sides of the coin…
Tax Planning Is Year-Round Strategy—Not a Once-a-Year Task (Especially at High Incomes)
Tax work for high-net-worth individuals isn’t just about trimming this year’s bill. It’s a lifetime plan that coordinates complex income streams, investments, charitable goals, estate design, and even the next generation…
9 Retirement Pitfalls—and How to Steer Clear
Retirement success isn’t only about saving—it’s about managing your money wisely so it lasts. Even careful savers can stumble in predictable ways…