The Tax Bill Your Heirs Don’t See Coming

How shifting estate-tax thresholds and valuation rules can drain your legacy unless you prepare now.

Icon of a person in purple color.Brad Bascom

Is Dental Insurance Really Worth It?

Dental plans often resemble discount programs more than full insurance. Here’s how to know when paying directly may make more sense.

What the 2026 401(k) & IRA Limits Mean for Small Business Owners

Understand the new contribution ceilings, why they matter for your business, and how to align your 2026 retirement-plan strategy now.

Icon of a person in purple color.Dan Nicholson

Why Redundancy, Not Optimism, Creates Predictable Businesses

Most small businesses run on hope and single points of failure. Predictable businesses run on systems that don’t collapse when one thing breaks.

Icon of a person in purple color.Dan Nicholson

Why Families Fight Over Inheritance — And How to Stop It

Understand the causes of inheritance disputes and learn the planning strategies that keep your estate out of court and your family intact.

Icon of a person in purple color.Brad Bascom
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