Resource Center

You're 61 years old with $1.8 million saved. By every conventional measure, you should be able to retire…but you haven't. The truth is, it's not because you don't have enough money. It's because you've been held back by three deeply ingrained beliefs that are costing you the most valuable thing you can't get back: time.

You're maxing out your 401(k) and wondering what's next. Or maybe you're a high earner trying to figure out where to save first. This video walks through the complete order of operations for retirement savings, from the obvious (401(k) match) to the powerful strategies most people miss (HSAs, backdoor Roths, and solo 401(k)s).

Your 2026 tax bill just got a major overhaul. Some of your favorite deductions are gone, temporary changes became permanent, and if you're a high-income earner, these shifts will hit your wallet in unexpected ways.

Looking back at 2025, the markets behaved a lot like my kids during winter break—repeating nonsense just because everyone else was doing it. From the "tariff tantrum" panic to the desperate scramble for overpriced mega-cap tech stocks, investors got caught in loops of fear and greed that defied logic.

If you're a high-earning executive or professional making over $150,000, two massive 401k rule changes are about to hit you in 2025 and 2026. One opens up significant new savings opportunities, while the other forces you into paying thousands more in taxes—whether you like it or not.

If you've been making charitable donations but haven't been able to deduct them on your taxes, that's about to change. The One Big Beautiful Bill Act just passed, and the changes starting in 2026 could transform the way you give to charity.

Most people who give to charity are leaving thousands of dollars on the table every single year. If you're someone who gives regularly to charity and you own investments that have grown in value, you may be making one of the most expensive charitable giving mistakes in America.

Are you sacrificing your present for a future you might not even enjoy? Many high-earning executives work 60-70 hour weeks believing they must maximize income until retirement, but the math tells a different story.

Not all financial advisors are created equal. In this video, I break down the three types of financial advisors you'll encounter and the critical factors to consider before choosing someone to manage your financial future.

In this Q3 2025 market review, I discuss why U.S. stocks have reached their third-most expensive level in history and what that means for your portfolio. While valuations are at levels last seen before the Great Depression and tech bubble, I explain why market timing doesn't work and how proper diversification into international stocks, small value, and bonds provides protection without requiring perfect timing.

In this comprehensive guide to escaping the company stock trap, I explain why holding more than 10% of your wealth in any single stock (including your employer's) can create dangerous concentration risk that demands immediate attention. Despite the familiarity bias that makes everyone believe their company stock is "special," I walk through six practical strategies to diversify without triggering massive tax bills, from charitable giving techniques to advanced exchange funds.

In this Q2 market update, I discuss the dramatic volatility that saw markets rally 11% while hiding a near-bear market drop triggered by tariff fears. Using behavioral finance insights and a Harry Potter analogy, I explain why narratives drive investor fear more than numbers, and share practical strategies for building financial resilience to turn future downturns into opportunities.

What are Restricted Stock Units (RSUs), and how can you avoid the most costly tax mistakes?

In this market update, I discuss the recent volatility sparked by major tariff announcements and share time-tested strategies for navigating economic uncertainty. With a historical perspective and sound investment principles, I explain why reacting emotionally often hurts long-term investors—and offer practical guidance tailored to different investor profiles.

Are you an executive at a major company with deferred compensation on your benefits sheet? In this comprehensive guide, I explain how non-qualified deferred compensation plans work and how to avoid costly mistakes that could derail your retirement.

Kyle Moore, CFP® from Quarry Hill Advisors explains the tax benefit of using a lumping strategy to maximize your charitable giving through a Donor-Advised Fund.

Your cash reserve should be there when you need it. Are you managing it well? Are you prepared for the unlikely? Going over a few checkpoints will help you worry less about your cash reserve.

Budgeting is a method many people try to manage their cash flow but the truth is, no one really follows a budget. The Simple Spend Method is a guilt-free way to spend!