Apr 14, 2026 | Building Wealth, Taxes
Most business owners have never heard of ROBS. The ones who have usually got it wrong. Let me fix that. ROBS stands for Rollover Business Startup. It is a structure, not an account. That distinction matters more than it sounds. You cannot go open a ROBS account the...
Feb 27, 2026 | Building Wealth, Investing, Retirement, Taxes
Here is what most business owners do with crypto… They open a Coinbase account, buy Bitcoin or Ethereum with money they already paid taxes on, and when they sell it for a profit, they pay taxes again. Capital gains. The government gets a cut on the way in and a...
Feb 14, 2026 | Building Wealth, Taxes
Most parents have heard of 529 plans. Fewer have heard of the Coverdell ESA, also called a CESA. And almost nobody understands what the Coverdell can actually do when you stop treating it like a glorified savings account and start treating it like the wealth building...
Feb 14, 2026 | Building Wealth, Taxes
You say you want to build generational wealth. You say you want your kids set up for life. But then you pay for their education the same damn way everyone else does, out of pocket, out of your personal checking account, with money you already paid taxes on, and you...
