Hey, Michael here. Wondering where the year has gone? It’s hard to believe that Tuesday is September 1. That means four months left to meet (or exceed!) the goals you set for yourself this year. Four months. About 17 weeks. It sounds like plenty, but we all know how this goes. December moves at double…
Learn how high-income families can overcome “financial drift” by integrating tax strategy and wealth management into a cohesive, intentional plan. Tannery Company helps professionals and business owners align their financial decisions to ensure their money serves their long-term life goals instead of moving by default.
A lot of the things fathers teach don’t feel important when you’re young. At least they didn’t to me (Cooper). At the time, they just feel like rules. Or routines. Or things your dad says so many times you eventually tune them out. (sorry, dad) Finish what you start. Save your money. Show up on time. Take care of your things. Keep your word. Then adulthood shows up and you realize those…
Most high-earning couples aren’t getting “bad” advice because their finances are too complex—it’s because different advisors handle taxes, investments, and income decisions in isolation, so nothing is coordinated into a single household plan. The result is timing mistakes (bonuses/RSUs), surprises from variable income being taxed together, and a slow accumulation of small errors that costs money, time, and stress.
High earners often delay gifting due to fears about losing flexibility, creating family tension, or causing entitlement, but waiting actually concentrates these risks rather than reducing them. The key is planned, intentional gifting within a financial framework, where clear communication protects relationships and ensures generosity feels calm instead of reactive.
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….