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A listener wrote in recently with a story that comes up more than people realize. He has about $18 million...

When you sell a business, the offers start showing up. Within months of the close, your name is on lists...

Listeners who’ve built real wealth tend to come at 529 plans from a very specific angle. A grandparent recently asked...

One of the most common questions I am hearing right now, from clients and from our podcast listeners, goes something...

Losing a parent is hard enough. Having to turn around and have a practical, money-focused conversation with the surviving parent...

For high-earning consultants who have already maxed out their solo 401(k), the next question that tends to come up is...

One of the most common questions I get from parents centers on gifting to adult children. The tension is almost...

Creative tax planning is worth pursuing. But there’s a point where creativity starts working against you, and this is one...

When markets get choppy, some investors start looking to alternatives. Rental real estate in particular tends to come up early...

If you’ve been giving consistently and generously for years, at some point someone is likely to suggest you consider starting...