Investments
Now He’s Doing 24 Deals a Year
Brett Hundley doesn’t want an employer or a nine-to-five job. Ever. At just 32 years old, he has already retired from one career...
State Based Non-Profit Student Loan Lenders
Did you know there are state-based non-profit lenders that sometimes provide the lowest student loan rates? It's true - but there aren't many,...
Evolving Your Wealth Management Practice for 2026 and Beyond
Something fundamental is happening in wealth management. It is not a trend and it cannot be captured with a few new buzzwords. It...
Trump’s TrumpIRA Executive Order Rebrands Biden’s $1,000 Saver’s Match
President Trump signed an executive order on April 30, 2026, directing the Treasury Department to launch TrumpIRA.gov by January 1, 2027 — a...
Social Security Claiming Strategies for High-Net-Worth Clients
If benefits are claimed at age 62 and invested through age 70, the early claimant can accumulate a meaningful pool of capital before...