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7 Financial Benefits of Working With a Skilled Advisor (That Can Save You Thousands)

Hiring a financial advisor isn’t an expense—it’s an investment in savings, confidence, and clarity. Discover 7 ways expert advice can protect your wealth and simplify your financial life.

The Problem With FIRE: Why Financial Independence, Retire Early Isn’t the Freedom You Think It Is

TL:DR The FIRE movement (Financial Independence, Retire Early) promises freedom through extreme saving and early retirement. But for most people, it’s unsustainable, isolating, and risky. True independence isn’t about deprivation—it’s about building a financial strategy that gives you choice, balance, and well-being today and tomorrow.

Navigating the Big Beautiful Bill and Key Tax Changes

The Big Beautiful Bill has made waves by overhauling key aspects of the tax code, with particular impact on high earners. Significant changes include the return of the Alternative Minimum Tax (AMT), new estate planning provisions, and shifts in deductions. Here’s what’s changed, what’s stayed the same, and what actions you can take before 2026 to minimize your tax burden.

Liberalism and Capitalism: Compatible Ideals or a Tense Alliance?

Capitalism drives innovation and wealth, but liberal values help ensure those gains aren’t concentrated at the top. Being a liberal capitalist isn’t a contradiction—it’s a recognition that economic systems need balance. Without guardrails, capitalism can undercut its own promise.

Understanding the Role of Alternative Investments in Your Strategy

Alternative investments can offer unique benefits, but they’re not a shortcut to financial success. Without a strong foundation and clear strategy, they often lead to avoidable losses. When used thoughtfully, they can support long-term goals as part of a well-balanced portfolio.

The Infinite Banking Concept Is a Complex Strategy with Limited Benefits

The Infinite Banking Concept (IBC) is often marketed as a strategy for building wealth and gaining financial control by leveraging whole life insurance. While it promises tax advantages and stable returns, the reality involves high costs, delayed benefits, and significant complexity. This piece breaks down how IBC works, the risks it carries, and why it may be a poor fit for most investors outside of a specific financial profile.