The terms “rich” and “wealthy” are often used interchangeably. But are they really the same? As the saying goes, “Money talks, but wealth whispers.” Here are some of the differences between being rich and being wealthy in terms of money, resources, and public perception. Rich—Flashy, But Lacking Substance Many people aspire to be rich—to go … Read More about Rich vs. Wealthy – Is There Really a Difference?

If you’re like some, you may have spent large parts of your working life missing the carefree summer days of your childhood. That is, of course, assuming you had a happy childhood. If not, try to imagine how it might be if your childhood was idyllic. And what if you knew of a few things … Read More about Retirement Planning: The Ultimate Endless Summer Adventure

With rising housing prices and interest rates, you may feel pressured to jump on the carousel to avoid being left behind. However, a home is one of the most expensive purchases most Americans will make, and you don’t want to rush into a home that isn’t right for your needs. Below, we’ll explore a few … Read More about How to Navigate Buying a Home During High Inflation

For generations, homeownership has been billed as the hallmark of the American Dream. However, for high earners, it can also be a way to reduce taxes, receive more favorable capital gains treatment, and invest in their family’s future. Below, we discuss a few benefits of homeownership that can have an outsized impact on households with … Read More about High Earners and Homeownership: Why It’s More Than Just a Status Symbol

After a strong first quarter for stocks, some April showers rained down as the S&P 500 fell about 4% last month. Hopefully those showers will bring some flowers in May, despite the widely cited stock market adage, “Sell in May and go away.” There is some merit to this old adage because the S&P 500’s … Read More about Navigating May’s Stock Market Outlook