Blog
George Fossing |
Rethinking Retirement: Why True Wealth Is More Than Money
You’ve planned the finances—but what about the rest of your life? True wealth in retirement comes from your health, connections, and purpose.
George Fossing |
7 Effective Tax Optimization Strategies for High-Net-Worth Individuals
Taxes aren’t just a once-a-year chore—they’re an opportunity to build lasting wealth. Learn how high-net-worth individuals use smart, strategic planning to reduce their tax bills and keep more of what they’ve earned.
George Fossing |
Overlooked Retirement Expenses (And How to Plan for Them)
Retirement isn’t a one-and-done equation—your expenses (and surprises) evolve over time. Discover five often-overlooked costs that can derail even the best retirement plans—and how a little foresight can keep yours on track.
George Fossing |
How to Dive into Business Succession Planning: 10 Key Questions
Every business owner will face the question eventually: what happens when it’s time to step back? Learn how asking the right questions today can help you build a smooth, confident transition plan for tomorrow.
George Fossing |
5 Tax-Saving Strategies to Keep More of Your Money
Tax season doesn’t have to be stressful—you just need the right strategy. Learn simple, effective ways to minimize your tax bill, avoid surprises, and keep more of your money where it belongs.
George Fossing |
5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns
When it comes to money, quick decisions aren’t always the best ones. Learn how asking the right questions—and taking a step back before acting—can help you make smarter, more confident financial choices.
George Fossing |
5 Smart Ways to Use Your Tax Refund in 2025
Your tax refund might not change your life overnight—but it can move you closer to the one you want. Discover five smart, satisfying ways to make your 2025 refund work harder (and feel better) for you.
George Fossing |
Financial Spring Cleaning: 8 Ways To Refresh Your Finances
Spring cleaning isn’t just for your home—it’s for your finances, too. Discover eight simple ways to tidy up your money habits, clear out financial clutter, and start the season feeling refreshed and in control.
George Fossing |
Practical Tips: How to Avoid These 4 Estate Planning Missteps
Estate planning isn’t just for the wealthy—it’s for anyone who wants peace of mind about the future. Learn the four most common estate planning mistakes people make (and how to fix them before they cost your family time and money).
George Fossing |
3 Investment Factors that Don’t Drive Long-term Returns
Markets move for a lot of reasons—but not always the ones you think. Learn which three overhyped factors don’t actually drive long-term investment returns (and what really matters instead).
George Fossing |
4 Pervasive Myths About Inflation
Inflation isn’t always what it seems—and believing the myths can actually make things worse. Get the facts behind four common misconceptions about inflation and what they really mean for your money.
George Fossing |
Talking to your Aging Parents about Finances
Talking to your parents about money isn’t easy—but it’s one of the most important conversations you’ll ever have. Learn how to navigate finances, planning, and care with empathy, preparation, and respect as your parents age.