Hey, Cooper here. Happy New Year and Welcome to 2026. I love the calm that January brings after the rush of December. (And College Football Playoffs) The kids are back in school, routines are settling in, and life feels a little more predictable again. You finally have room to breathe. So instead of jumping in…
Happy New Year – Michael here (Written December 2025 as if it were December 2026) Twenty years ago, while working with my then business coach, Lori Darley, I was introduced to a simple but powerful practice: writing an annual letter of intention and vision for the year ahead—written as if the year had already occurred….
Your kids aren’t learning money from TikTok—they’re downloading your unspoken beliefs and daily habits, so the story you live today becomes the financial DNA they’ll carry for life.
Don’t leave a legacy of emotional and financial clutter for your family to untangle. This post emphasizes proactive planning and intentional decision-making to give your loved ones the gift of clarity and peace.
High-income business owners and partners still have opportunities to lower their 2025 taxes by acting decisively before year-end, focusing on strategic moves like optimizing business structure, timing investments to utilize extended bonus depreciation, and aligning financial planning with charitable giving and retirement goals.
High-earners often miss crucial tax documentation, leading to overpayments and missed planning opportunities. By strategically organizing investment forms, business K-1s, health and HSA documents, high-value records, and life event details, individuals can transform tax season from a reactive scramble into proactive financial planning.