A strategic guide for high-income business owners preparing for what's next. Exiting your business is one of the most significant financial and personal decisions you'll ever make. Whether you're considering selling, passing it on, or winding down operations, preparation is key. This checklist outlines the critical steps to help you exit on your terms — with clarity, confidence, and control. Clarify your personal goals: retirement, family legacy, new [...]

Learn How to Avoid These Five Financial Mistakes If you’ve earned equity as part of your compensation — through stock options, RSUs, or ESPPs — you may be holding more complexity than you realize. Without thoughtful planning, equity can lead to unexpected taxes, timing mistakes, and missed opportunities for wealth creation. Here are five of the most common mistakes high-income earners make with equity compensation — and how to [...]

Let's talk about Roth Conversions. First, what is a Roth Conversion? Well, you may have heard of it as a “Back Door Conversion” or some type of tax loophole, but we are going to stick with Roth Conversion for today. The simple definition is this; Take Traditional Contributions that are already in retirement accounts and convert them to a Roth IRA by paying the taxes from non-retirement assets. [...]