Insights

Strategic Tax Planning for High-Net-Worth Individuals

Long-form writing from the Echelon Journal on this topic — planning, tax, estate, and the decisions that compound over a lifetime.

The U.S. government is preparing to launch a new investment program for children-commonly referred to as Trump Accounts-with the stated…

February 5, 2026

Quick Answer Summary Bad market timing in retirement can seriously damage your finances, but it can be managed. The key…

January 29, 2026

Here is what you need to know about Medicare IRMAA for 2026: What is IRMAA for Medicare? How IRMAA is…

January 22, 2026

Smart Money Moves: Your Guide to Financial Optimization in 2026 I’m excited to share practical strategies to strengthen your financial…

January 16, 2026

Qualified Dividends vs Ordinary Dividends: How Are Dividends Taxed? What are qualified dividends vs ordinary dividends? Here, we examine which…

January 8, 2026

As 2025 draws to a close, affluent families have an opportunity – not just to wrap up the year -…

November 6, 2025

How the One Big Beautiful Bill Act Could Reshape Your Financial and Estate Planning in 2025 and Beyond Understanding the…

October 23, 2025

Many homeowners are sitting on seven figures of home equity-but unlocking that cash can trigger a nasty surprise from the…

September 18, 2025

Introduction: Why This Guide Matters Every year in the spring, thousands of homeowners in Austin receive a Notice of Appraised…

July 3, 2025

If you’re a high-income investor looking to save on taxes while supporting causes you care about, I have good news….

June 17, 2025