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Perspectives Based on Knowledge

Guidance Forged by Experience

Cash Balance Plans for Business Owners: Contribution Limits, Costs, and When They Fit

A cash balance plan can allow larger deductible contributions than a 401(k), with 2026 benefit limits of $290,000. Here is how it works, what it

Domestic Geoarbitrage: What to Consider Before Moving to a Tax-Friendlier State

Aaron Simpson and Tony Stich discuss domestic geoarbitrage on Dime After Dime (E023): what to weigh beyond taxes before relocating, how to make a move

Is a Great Company Always a Great Stock?

Tony Stich and Don Drury launch Smokin' Stocks with a friendly debate over a popular growth stock, valuation, and the market backdrop. Watch or listen

How to Calculate Your RMD: The Formula Step by Step

Your required minimum distribution comes from one IRS formula. Here is how to find the right balance, age and divisor, and how the math works

Financial Moves Before Retiring to Florida in 2026

Domicile paperwork is just the start. Here's what else needs attention before, during, and after a move to Florida in retirement.

QSBS After the 2025 Tax Law: What Founders Need to Know

The 2025 tax law changed the QSBS exclusion for stock acquired after July 4, 2025. Here is how the new holding-period tiers, caps, and rollover

The Complete Guide to Florida Retirement Tax Planning

Florida's zero state tax on retirement income is only half the picture. Here's how the federal side actually works, and what's new through 2028.

Protecting Your Portfolio During Market Corrections

Don Drury, Tom Moran, and Charlie Chesebrough discuss how to think about market corrections, portfolio preparation, and managing emotions on Quarter Over Quarter (E030).

Insights That Drive Better Decisions

Stay ahead with expert perspectives on markets, risk, and opportunity, grounded in a disciplined approach to long-term wealth management.