July 25, 2025 RSUs and Taxes: What High-Income Earners Should Do Before Vesting Introduction: RSUs Aren't Compensation—They're a Tax Event You Didn't Choose If you receive...
July 24, 2025 Exchange Funds vs 351 ETFs: The Millionaire's Guide to Tax-Free Diversification You're sitting on a stock that changed your life. Maybe it was your startup equity, or a lucky...
July 22, 2025 Routine Rebalancing: The Boring Strategy That Quietly Builds Wealth Same investments. Smarter discipline. Better outcomes. Welcome back to The Boring Investments...
July 21, 2025 Asset Placement: The Overlooked Strategy That Quietly Boosts After-Tax Returns Same investments. Different accounts. Drastically different tax bills. Welcome to the Hidden...
July 18, 2025 Tax-Loss Harvesting: The Boring Strategy That Quietly Beats the Market Lost money in the market? Good. That might sound strange coming from a financial planner—but...
July 16, 2025 The VIP Wealth Investment Framework: Tax-Efficient, Rational, Results-Driven VIP Wealth Advisors: Investment Strategy for High-Earning Professionals, Founders & Families
July 15, 2025 The SALT Torpedo: Why High Earners Could Owe 45% on Just $100K of Income Let’s talk about a little tax landmine buried in Trump’s new 2025 tax bill—the so-called...
July 14, 2025 Don't Trust Your 1099-B: How to Report RSU Sales Correctly on Your Tax Return Understand IRS Forms 1099-B and 8949 Before You File When your RSUs vest and turn into...
July 11, 2025 The Dopamine Tax: Why Smart Investors Mistake Gambling for Strategic Risk The Economics of Gambling: Why High Earners Mistake Risk for Strategy Picture this: You're...
July 10, 2025 Unlocking Bonus Depreciation with the §481(a) Adjustment Real estate investors often assume the biggest tax breaks come when you buy a new property,...
July 9, 2025 Don’t Confuse After-Tax 401(k) With Roth: The Hidden Tax Trap Costing High Earners Thousands Roth Rollover Pitfalls: What High-Income Professionals Need to Know Let me guess: you’ve...
July 8, 2025 ISOs and the New AMT Cliff: What the 2025 Tax Bill Means for You When Congress passed the One Big Beautiful Bill in July 2025, headlines focused on splashy...
