Resources & Insights

April 2, 2026

Your Estate Plan Probably Needs an Update. Here’s Why.

Congress raised the federal estate tax exemption to $15M per person — permanently. If your plan was built on the…

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March 23, 2026

Trump Accounts Go Live in July. Business Owners and Wealthy Families — Read This First.

Starting July, parents and grandparents can fund up to $5,000/year in a Trump Account for kids under 18. Business owners…

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March 17, 2026

Fed Meeting This Week: The Rate Hold Is Certain. The Signal Isn’t.

The March Fed meeting won't deliver a cut, but it will reveal how members are pricing oil, tariffs, and Powell's…

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March 10, 2026

Markets Are Volatile. Your Plan Shouldn’t Be.

Tariffs, rate moves, geopolitical noise. When markets get loud, the question is whether your plan was built for this —…

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March 5, 2026

It’s March. Do You Know What Your Tax Bill Is Going to Look Like?

Tax season is the best time to fix what went wrong. Roth conversions, gain harvesting, QBI — here's what high…

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February 26, 2026

The Retirement Number Nobody Talks About

Forget the 4% rule. The number that actually matters in retirement is your safe withdrawal rate — and almost nobody…

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February 18, 2026

What Business Owners Get Wrong About Their Own Wealth

When the business is the retirement plan, wealth is concentrated in one asset, one buyer, one market. Here's how we…

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February 10, 2026

Oil, Minerals, and the Planning Most Advisors Skip

Royalty income from mineral rights has unique planning opportunities — depletion allowances, like-kind exchanges — most advisors skip. We don't.

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