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Financial Planning For High-Income Earners
Reduce Taxes • Invest Smarter

Proposed Tax Legislation

The House Ways and Means Committee just released a draft of the Democrat’s highly anticipated tax legislation. While we’ll likely see changes to this version of the bill, I want to provide information on some of the most impactful changes – as we understand them...

10 Years of Contributions Could Fund Your Entire Retirement

“Contribute at least x% of your income” has been a widely adopted retirement savings rule of thumb. This strategy has provided tens of millions of retirees with a fruitful retirement. So why fix a method that isn’t broken? According to a Gallup poll, the average...

We’re Operating Within a Broken System

Pro Publica published a piece showing how the wealthiest Americans have gone years without paying income tax after obtaining a cache of IRS information spanning 15-years. The names in the article are some of the wealthiest people in the world - Jeff Bezos, Elon Musk,...

Prepare for the Enhanced Child Tax Credit

Starting July 15th, monthly Child Tax Credits (CTC) will go out to U.S households. The American Rescue Plan increased the credit from $2,000 to $3,000 for children aged 6 to 17 and $3,600 for children under 6. Per the IRS website, they will pay half the total credit...

Hits and Home Runs

Do you know Joe Jackson, Tris Speaker, and Harry Heilman? If not, you’re not alone. How about Barry Bonds, Hank Aaron, Babe Ruth, Alex Rodriguez, and Sammy Sosa? All these guys played Major League Baseball. The first three names are in the all-time top-10 for career...

A Tale of Two Returns

When things are going right, no one questions their investment strategy. It’s more challenging to find the same level of conviction when you’re watching the market nosedive. Your conviction was tested in 2020. If you stayed the course, you were likely rewarded. If you...

The Map vs The Terrain

Before my first ultra-marathon, I reviewed the course map a lot. The map showed 4,700’ of elevation gain. A gain I struggled to conceptualize. For perspective, the Boston Marathon has roughly 800’ of elevation. The Manchester City Marathon had 1600’ of elevation gain....