The Power of Zero – Summary, Key Learnings, and Action Steps
Main Idea / Thesis David McKnight’s The Power of Zero argues that the current U.S. tax system is unstable, and… Read More »The Power of Zero – Summary, Key Learnings, and Action Steps
Book Summaries
Free Guides & Whitepaper
The Simple Roadmap to Your First $10K
The first $10K is a plateau, not the peak. Here’s a simple 3-step roadmap—tiny automations, mini-mil…
Supplemental Executive Retirement Plans (SERPs)
How SERPs Complement Executive Benefit Plans
Executives expect more than salary alone. Supplemental Executive Retirement Plans (SERPs) fill the g…
Blog
Executive Bonus Plans (Section 162): A Win-Win for Business Owners and Key Employees
If you’re a business owner looking for a way to reward key employees, reduce taxable income, a…
Index Universal Life
The First $10,000: Your Financial Plateau That Transforms Everything
Reaching your first $10,000 in savings transforms your financial and emotional life. Learn why this …
Blog
Why Life Insurance Is More Important Than You Think
Life insurance isn’t about you — it’s about the people you love. Learn why it matters, the options a…
Blog
Are ACA Subsidies About to Shrink? What You Need to Know for 2026
Big shifts may be coming to ACA subsidies, income verification, and Special Enrollment Periods. If y…
Free Guides & Whitepaper
The Simple Roadmap to Your First $10K
The first $10K is a plateau, not the peak. Here’s a simple 3-step roadmap—tiny automations, mini-mil…
Supplemental Executive Retirement Plans (SERPs)
How SERPs Complement Executive Benefit Plans
Executives expect more than salary alone. Supplemental Executive Retirement Plans (SERPs) fill the g…
Blog
Executive Bonus Plans (Section 162): A Win-Win for Business Owners and Key Employees
If you’re a business owner looking for a way to reward key employees, reduce taxable income, a…
Index Universal Life
The First $10,000: Your Financial Plateau That Transforms Everything
Reaching your first $10,000 in savings transforms your financial and emotional life. Learn why this …
Blog
Why Life Insurance Is More Important Than You Think
Life insurance isn’t about you — it’s about the people you love. Learn why it matters, the options a…
Blog
Are ACA Subsidies About to Shrink? What You Need to Know for 2026
Big shifts may be coming to ACA subsidies, income verification, and Special Enrollment Periods. If y…
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