Buying a home isn’t a bad decision, but it’s often misunderstood. The early years of a mortgage are mostly interest, not equity. Understanding this math is key to making homeownership part of a long-term financial plan instead of your entire plan.

A lot of high earners I talk to are sitting on a huge chunk of their wealth in company stock. It feels great when the stock is up… until you realize your paycheck, benefits, and net worth are all tied to the same company. That’s not just investing — that’s gambling. The truth is, too much company stock creates risks most people don’t see coming.

Most people only think about capital gains when they sell a stock. But in reality, you can trigger a taxable gain in dozens of ways — sometimes without even realizing it. From mutual fund distributions, to selling your home, to the way you handle equity compensation, the timing of your financial decisions can mean the difference between a minimal tax bill and a big one.

Most people underestimate how powerful the first $100,000 invested can be. It’s not just a number; it’s the tipping point where your money starts working harder than you do.

Making $300k+ but still wondering where your money is going? You’re not alone—and it’s not about budgeting harder. This week’s blog dives into why cash flow is king, even for high earners, and how to create a system that actually builds wealth (and freedom). We cover: ✅ The 50/50 lifestyle rule ✅ Why unchecked income = lifestyle creep ✅ How to automate wealth-building ✅ Real strategies to align money with your goals

Having children is one of life’s most exciting milestones—but it’s also one of the most financially impactful. From diapers and daycare to college and beyond, it’s easy to feel overwhelmed by the rising cost of raising a family. But with some proactive planning, you can grow your family without sacrificing your financial future.

Most high earners focus only on long-term goals like retirement or short-term goals like saving for a vacation. But the real magic happens when you get intentional about the next five years. Whether you want to take a sabbatical, buy property, or start your own business, your financial plan should support the life you’re building—not just your 401(k). This week’s blog breaks down how to use a 5-year window to align your income, investments, and tax strategy with what actually

If you're earning a strong income but not sure if you're truly optimizing it, this blog is for you. From equity comp and QBI deductions to tax-loss harvesting and the best use of your 401(k), I’ve put together a mid-year checklist to help high earners finish 2025 with confidence—and a smaller tax bill.

Not all wealth comes from trust funds and inheritance. Learn how to create a lasting legacy for your children in this weeks blog.

Not all wealth comes from trust funds and inheritance. Learn how to create a lasting legacy for your children in this weeks blog.

Here are the 5 things you should be thinking about when planning for a reset, sabbatical, or career pivot.

Making sure your entity is taxed correctly can save you tens if not hundreds of thousands of dollars.

Everything you should be thinking about when it comes to buying a new house and affordability.

Choosing the right health insurance plan isn’t just about coverage—it’s about strategy. HMO, PPO, EPO, HDHP + HSA… what’s the difference, and which one actually fits your life and financial plan? This week’s blog breaks it down so you can make smarter, more aligned decisions during open enrollment (or any time benefits are on the table).

When you're just starting out, good personal finance habits are straightforward: build an emergency fund, avoid high-interest debt, contribute to your 401(k), and invest consistently. But what happens when you’ve checked all those boxes? This blog goes into what the next wealth building chapter looks like.

High income but still feel broke? Discover why high earners struggle to build wealth—and the financial strategies that actually move the needle for young professionals.

The core components of a financial plan that can weather any storm.

Mastering your cash flow is crucial to building and maintaining wealth

There's no better time than now for some spring cleaning with your finances

How to handle a windfall. Tips, tricks, and strategies for maximizing your newfound wealth.