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Insights

Deep dive into the topics we cover with clients when navigating their journey to financial independence and beyond.

Financial Independence: What Comes After You Have Enough?
August 31, 2026

Financial Independence: What Comes After You Have Enough?

Financial independence shifts planning from accumulating more wealth to intentionally coordinating work, spending, taxes, investments, relationships, health, and purpose around the life you...

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  • Business Owner Planning

Business owner reviewing an S corporation tax planning dashboard with seven visual markers for common tax mistakes.
July 7, 2026

7 Expensive S Corporation Mistakes Business Owners Make

The most expensive S corporation mistakes usually come from poor execution around salary,...

Two minimalist balance sheets represent corporate internal basis and shareholder external basis, with Form 7203 shown subtly in the background.
July 3, 2026

A Tale of Two Balance Sheets: S Corp Basis Explained

S corporation owners need to understand both internal basis and external basis because these...

VIP Wealth Advisors

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VIP Wealth Advisors is a U.S. Securities and Exchange Commission (SEC) registered investment adviser providing fiduciary, fee-only financial planning and investment management to high-net-worth individuals and families nationwide. Information on this site is for educational purposes only and should not be construed as investment, tax, or legal advice. Past performance is not indicative of future results.

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