Financial Planning

Market volatility can feel unsettling when headlines are loud. This post explains why turbulence is normal, why reactions matter more than markets, and how staying disciplined supports long-term success.

As income and success grow, financial complexity often creates hidden drag. Learn how the coordination problem affects high-income households—and why CFO-level planning matters.

A clear overview of 2026 tax law changes, including deductions, credits, retirement limits, and planning considerations.

The One Big Beautiful Bill Act, passed in 2025, brings sweeping changes to the U.S. tax code that could significantly impact your finances. From larger standard deductions and expanded child tax credits to major student loan reforms and updates to 529 plans, this new law touches nearly every aspect of household planning. In this post, I break down what you need to know—and how to prepare for what’s ahead.