Making Sense of Your Money
#1 Personal Finance Newsletter for Business Leaders
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From 401(k)s to 457(b)s, here’s how to maximize the benefits your company offers, whether you’re running the business or building your career inside one.
How executives and founders can use revocable and irrevocable trusts to safeguard wealth, stay private, and move forward with confidence
The right automation system can turn scattered accounts and missed payments into a simple, streamlined process.
Permanent tax cuts, bigger exemptions, and new planning opportunities.
Why timing, taxes, and strategy matter more than the grant itself, and how to avoid the AMT trap while building long term wealth
Turn Inevitable Stock Sales Into a Strategy That Reduces Risk, Manages Taxes, and Protects Your Wealth
🔧 Turning Your Wealth Into a Quiet Compounding Machine
Systems To Make Wealth Build Faster Than You Earn
🔑Control Is The Ultimate Asset Class, Here’s How To Make It Part of Your Portfolio
How to keep the momentum going through minimalism
A big valuation is nice. A smart structure is better. Let’s talk tax moves that actually scale
Legacy isn’t passed down. It’s architected before nap time.
