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Insights

Insights worth the time they take to read.

Articles reflecting our low-cost, stay-the-course philosophy, written for people making a decision rather than browsing.

Oct 16, 2026

RIA vs. Family Office: Which Is Best for Your Family?

Does significant wealth mean you need a dedicated family office? Compare an independent RIA, a single-family office and the multi-family office middle ground. A hypothetical example of two families with $100 million shows how service costs affect what they keep—and why complexity matters more than wealth alone.

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Sep 8, 2026

A Retirement Plan Guide for CPA Firm Owners

Your CPA firm has finished a demanding filing season, collections are coming in, and the partners are deciding how much to distribute. Before those dollars leave the practice, have you agreed on how much should go toward your own retirement and the benefits you offer your staff? You understand the deduction. The harder decision is […]

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Sep 4, 2026

Budgeting for Families Earning $1M+: Why High Income Still Needs a Plan

There’s an old adage: more money, more problems. When the subject is budgeting and keeping a complex household together, it rings especially true. At $150,000 of household income, a budgeting mistake can be closer to a rounding error. An overpriced insurance policy or a poorly timed purchase stings, then fades. At $1 million or more, […]

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Sep 4, 2026

Which Florida 529 Plan Is Best: Investment or Prepaid?

How do you plan to pay for your children’s college tuition? To help you answer that question, Florida offers two complementary options under Section 529 of the Internal Revenue Code: the Florida Prepaid 529 Plan and the Florida Investment 529 Plan. A Florida Prepaid 529 Plan works somewhat like a pension. You pay a set […]

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