Being the first in your family to build meaningful wealth is a major achievement — but sustaining it across generations requires more than good investments. This article explores how milestone-based planning, communication, and intentional legacy design help ensure your wealth becomes a lasting foundation, not a one-generation event.
If you’re mid-career in pharma, high income alone won’t guarantee long-term wealth. This article explores how equity compensation, taxes, and lifestyle choices can quietly derail progress — and outlines practical strategies to turn peak earning years into lasting financial impact.
You’ve crossed the seven-figure mark, built real wealth, and checked all the “success” boxes — but that doesn’t automatically mean you’re ready to retire. This article breaks down why net worth alone can create a false sense of security, and what truly matters when turning assets into sustainable, tax-aware retirement income that lasts.
Most retirement plans don’t fail because of market turbulence—they fail because of blind spots we never stop to examine. After four decades in this profession, I can tell you this: denial is one of the most expensive forces in personal finance. In this piece, I break down the four warning signs I see most often when retirees think their plan is solid… but time, inflation, and lifestyle reality tell a different story. If you want your money to last 20, 30, or even 40 years, start with honesty—and a plan that reflects how you actually live.
Most estate plans focus on dividing assets, but few consider whether your heirs are prepared to manage and grow them. In this post, Antwone Harris, CFP®, explores the missing link in traditional estate planning—and why passing on wealth without context can put your legacy at risk.
Most people coast into December like it’s a free glide path — but high-net-worth households know this month is where strategic decisions really pay dividends later. In this post, CFP® Antwone Harris shares the five year-end areas he personally reviews with clients before the calendar flips.