Oct 28, 2025 | Investing, Retirement, Taxes
The 401(k) wasn’t built for you. It was built to replace pensions—cheaply. I’ll never forget the conversation I had with my accountant when I first started making real money. She’s sitting across from me with this look like he’s about to save...
Oct 28, 2025 | Building Wealth, Investing, Taxes
The Big Beautiful Bill just locked in a $30 million estate tax exemption for married couples. Permanently. That’s double what it was a few years ago. Triple what it was a decade ago. For families sitting on $20-40 million in net worth, this feels like breathing...