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How Much Should a Business Owner Pay Themselves?

September 25, 2026

What is the Right Business Owner Salary Today? Owning a business can be rewarding, demanding, and deeply personal. It can also blur the line between what the business needs and what the owner needs. In 2026, establishing business owner compensation goes beyond a lifestyle decision; it is a cash flow, tax, retirement, and risk-management decision. The goal shouldn’t be to simply take as much as possible, or as little as possible. A better goal is

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Asset Location: The Tax-Smart Strategy Behind Your Investment Portfolio

August 11, 2026

When it comes to investing, most people are familiar with asset allocation. It’s one of the foundational principles of financial planning and helps determine how your investments are divided among stocks, bonds, and other asset classes based on your goals, risk tolerance, and time horizon. But there’s another strategy that often receives less attention and can have a meaningful impact over time: asset location. While asset allocation determines what you own, asset location determines where

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Leveraging your health plan for growing wealth

August 7, 2026

HDHPs and HSAs: A Powerful Combination for your Healthcare and Long-Term Wealth  Healthcare costs continue to rise, making it more important than ever to choose a health plan that aligns with both your medical needs and your financial goals. While High-Deductible Health Plans (HDHPs) are often viewed simply as a way to lower monthly insurance premiums, they can also unlock access to one of the most tax-efficient savings vehicles available: the Health Savings Account (HSA).   For individuals and families

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