Making Sense of Your Money
#1 Personal Finance Newsletter for Business Leaders
Connect
Wealth isn’t just what you leave behind, but the financial habits that got you there.
🌳 Most estate plans crumble under pressure. Here’s how to bulletproof yours with strategy, structure, and foresight.
How High Earners Can Leverage Lower Rates, MAGA Accounts, and Expiring Credits Before 2028
⏳ Leaving a gig? The timer on your tax jackpot just started
⚡️New math, new models. Here’s why allocators are rethinking “diversification”
💸 How “smart money” goes beyond the market
How executives are quietly shielding income and doubling retirement contributions through savvy entity moves and layered deferral strategies.
How to weaponize uneven comp-based income for long-term wealth.
⏳ The final countdown: your 8-month tax alpha window
🏠 Renting to yourself sounds sketchy. Here’s how it’s not.
A guide to outmaneuvering the 2025 global shake-up
🎉 Your vested wealth is growing, but so is your tax bill. Let’s fix that
