Our Blog
Retire Strong: How an Active Life Enhances Your Wealth and Well-Being
Stay active in body and mind to safeguard health, trim medical costs, and enjoy vibrant, fulfilling, financially resilient retirement years.
Health Savings Accounts: The Hidden Retirement Tool
Discover how a health savings account (HSA) offers triple tax benefits and can become a powerful tool in your retirement
Savvy Strategies for Executive Compensation: Part 2
Learn how phantom stock, SARs, and LTIPs can align executive performance with growth—without giving up equity or control in your
Savvy Strategies for Executive Compensation: Part 1
Explore executive compensation strategies like deferred comp and SERPs to retain top talent, improve tax outcomes, and support long-term business
A Page from Trust History: Directed Trusts for Enhanced Oversight
Learn how directed trusts offer control, flexibility, and peace of mind in estate and retirement planning—especially for business owners and
Restructuring Your Business for Efficiency, Growth, and Protection
Explore entity conversions, ownership shifts, and holding companies to streamline operations, spark growth, and safeguard your business and family wealth.
Navigating Stagflation: Lessons from the 1970s and Today
Learn how lessons from 1970s stagflation can help safeguard your portfolio against today’s stubborn inflation and sluggish growth.
Tariffs, Trade Wars, and Your Portfolio: Lessons from History and Today
Discover how historical & modern tariffs and trade wars shape markets—plus smart moves to protect and grow your portfolio.
Estate Planning for Blended Families: Preserving Generational Wealth
Blending families and wealth? How do you protect your legacy without starting a feud? Explore estate planning for blended families
Buy-Sell Agreements for High-Net-Worth Business Owners: Key Considerations
Could a poorly planned buy-sell agreement cost your heirs millions—or your business its future? Discover what every wealthy owner needs
How Business Owners Can Utilize QSBS Benefits
Learn how Qualified Small Business Stock (QSBS) can help entrepreneurs save millions in taxes by excluding up to $10M+ in
Opportunity Zones in 2025: Is It Too Late to Invest?
With the 2026 deadline approaching, is it too late to invest in Opportunity Zones, or are there still tax-saving opportunities
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