Most professionals believe they’re doing everything right with their 401(k). They’re disciplined.They contribute consistently.They make sure they “max it out” every year. But while that diligence matters, maxing out is not the same as optimizing. At Tannery Company, we review 401(k) strategies for high-earning professionals at different stages of their careers. In more than 90%…
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….
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.
Discover how ‘unreasonable hospitality’ in financial planning is transforming ordinary service into unforgettable experiences, where feeling truly seen and understood makes all the difference in your financial journey.