Smart Financial Choices & a Cause Close to Our Hearts - mailchi.mp/purposebuiltfs…

Facing a private stock tender offer? It's a fantastic opportunity for liquidity, but the tax side can be a minefield. Without a clear understanding and plan, you could leave significant money on the table. Purpose Built can help you plan to maximize this opportunity.

Gen X faced market crashes, housing busts, and stagnant wages. Feel like you're playing catch-up financially? Your peak earning years offer powerful opportunities—if you act strategically. It's time to supercharge your portfolio. purposebuiltfs.com/blog/gen-x-wea… #GenX #FinancialPlanning

A great article on retirement spending guardrails disguised as one on inheritances: economist.com/finance-and-ec…

Check out our June Newsletter: Plan with Purpose: Turning Strength into Wealth- mailchi.mp/purposebuiltfs…

#RothConversions: Are they right for YOU? 🤔 Don't fall for the hype without a plan. Our new article reveals why long-term strategy beats short-term tactics for minimizing your #LifetimeTax burden. Learn: ✅ Future tax impacts ✅ RMD game changers ✅ Why paying taxes now can

Smart Money Moves: Financial Planning in a Shifting Legislative Landscape - mailchi.mp/purposebuiltfs…

The "One Big Beautiful Bill Act" (OBBBA) is law. For high-earners, it's filled with opportunity & risk. Key changes: 💰 SALT Cap: Temp raise to $40k, but with a sharp income phase-down. 🏡 Estate Tax: Exemption permanently jumps to $15M. ✍️ Deductions: A new "Pease" limitation

Honored to be quoted in GOBankingRates on the new "One Big Beautiful Bill Act." Thanks to author G. Brian Davis for including my insights on the major strategic shifts including: -Estate planning isn't about tax avoidance anymore. It's about maximizing the step-up in basis for

Your Guide to the One Big Beautiful Bill Act- mailchi.mp/purposebuiltfs…

Feeling the financial squeeze of the #SandwichGeneration? High earners have a unique challenge, balancing aging parents and children's futures. Our article covers: -Secure your own retirement. -Prioritize strategic education planning & child financial education. -Have proactive

My daughter said she needed to @cdejean23 a pass in her first flag football game and holy smokes, she did it!

Sandwiched, but Thriving - mailchi.mp/purposebuiltfs…

Well that is a concerning previous high year for tech... Make sure you follow through with all your regularly scheduled rebalancing plan.

IRS finalized the Roth catch-up rule today. High earners: starting in 2026, your catch-up contributions must be Roth. Here's the breakdown: ✅ No upfront tax deduction ✅ Tax-free growth and withdrawals ✅ A new 'super catch-up' for ages 60-63 purposebuiltfs.com/blog/irs-final… #IRS

Preparing for the 2026 Roth Catch-Up Changes - mailchi.mp/purposebuiltfs…

Wealth isn’t just about assets - it comes with emotional weight. Imposter syndrome. Lifestyle creep. The “Family CFO” burden. High earners need strategy that goes beyond the spreadsheets. Read The Hidden Cost of Success: purposebuiltfs.com/blog/the-hidde… #wealth #FinancialPlanning

AI stocks got you buzzing? You probably already have more #AIExposure than you think! Our latest article reveals why your #SP500 portfolio is likely already riding the AI wave. The "Magnificent 7" = 35% of S&P 500 (deep in AI) and AI set to add ~$920B to S&P 500 earnings by

Myth: "I'll die at 78, so delaying Social Security or doing Roth conversions is pointless." Reality: If you make it to 65, you're planning for 83-85+. That difference is a GUARANTEED 30%+ SS raise & decades of tax-free growth through conversions. Don't leave value on the

Sadly, not much on this CNBC survey surprises me. The very first thing I tell potential clients during a discovery meeting is that the most important factor when selecting an advisor (assuming they are all CFPs) is that they need to be comfortable talking with the person. Our