The Dickerson Group

10/14/2026

Your family changes. Your estate plan should keep up.

A marriage. A new baby. Children building lives of their own. The loss of someone you love.

These moments can change your priorities—and the people your plan needs to protect.

Creating an estate plan is an important step. Keeping it aligned with your family, your wishes, and your wealth takes ongoing attention.

Don’t wait until your family needs your estate plan to discover it no longer reflects your wishes. Contact our team today to discuss what may need updating.

10/12/2026

Building wealth is an incredible achievement—but making it last for future generations takes more than accumulation. It requires foresight, discipline, and intentional planning.

The right habits can help protect your wealth, keep it aligned with your family’s values, and ensure it serves a meaningful purpose for years to come.

What do you want your wealth to make possible for the next generation? Schedule a conversation to start planning for the legacy you want to leave.

10/07/2026

The Big Mac Index turns forty this year. Forty years old and still fun to explain at parties. Check out what this classic burger can tell us about the purchasing power of our dollar.

10/04/2026

Why So Bearish?

10/03/2026

🛠️ The richest person in your town probably isn't a tech founder or someone in finance. It's more likely the dentist running four offices, or the owner of the HVAC company whose trucks are everywhere.

New research from economists Owen Zidar and Eric Zwick, based on IRS and Treasury data, found nearly 5 million U.S. households worth at least $5 million, holding combined wealth more than 13 times that of the Forbes 400.

A few patterns stood out:
➡️Most started their business themselves rather than inheriting it
➡️Most run ordinary, brick-and-mortar businesses rather than tech or finance
➡️Independence mattered more to them early on than getting rich ever did

🌭 Case in point: Dick Portillo started a hot dog stand in 1963 with just $1,100. Decades later, he sold the business he'd built for $1 billion.

Building wealth often looks much more ordinary and attainable than the headlines suggest. If growing or eventually stepping back from a business is part of your picture, that's worth talking through together.


Source:

Getting rich in the U.S. is still possible, but the most common path to wealth doesn't involve working for other people, according to a new book.

10/01/2026

October is Breast Cancer Awareness Month.

We take this time to honor the strength of those who have faced a diagnosis, support those currently going through it, and recognize the families and communities who stand beside them.

Awareness matters. Support matters. Presence matters.

We stand with you.

09/30/2026

High-income business owners: Your 401(k) is maxed out. But what if you’re stopping well short of what’s possible?

Some business owners may have room to save significantly more for retirement—with a potentially much larger tax deduction. How much more? And who qualifies?

Wealth Advisor Marcus Dickerson breaks it down in “The Deduction Bazooka.” 👇
https://dickersonwealth.com/blog/the-deduction-bazooka

09/25/2026

Dolly Parton’s legacy reaches far beyond music.

Over the years, she gave millions to causes ranging from disaster relief and medical research to education, children’s literacy, scholarships, and pediatric care. Her Imagination Library alone has distributed more than 330 million books to children across five countries.

After the devastating Tennessee wildfires in 2016, her My People Fund provided displaced families with $1,000 a month for six months, no strings attached. She also donated $1 million toward COVID-19 vaccine research and supported schools, communities, and causes close to home.

What tied so much of that work together was remarkably simple: see a need, trust people, and respond.

At The Dickerson Group, we believe legacy is about more than what you build for yourself. It’s also about the impact you choose to make along the way.

Generosity doesn’t have to follow one formula. It can mean supporting the people, causes, and communities that matter most to you — and doing so with intention.

Today, on 9/25, we’re celebrating a legacy of generosity.

09/24/2026

Qualified Opportunity Zones may be worth a closer look if you're facing a significant capital gain from the sale of a business, real estate, stock, or another appreciated asset.

The basic concept:
• Reinvest eligible capital gain into a Qualified Opportunity Fund
• Potentially defer tax on the original gain
• Hold the investment for 10+ years
• Potentially eliminate federal capital gains tax on the appreciation inside the QOF

Hypothetical Example:
Invest $1 million of eligible gain into a QOF.

If that investment grows to $2.5 million over 10+ years, the $1.5 million of additional appreciation may potentially be excluded from federal capital gains tax, assuming the requirements are met.

The Opportunity Zone rules are also changing significantly beginning in 2027, making this an area worth revisiting even if you've looked at it before.

The key is timing. These strategies generally need to be evaluated around the time the gain is recognized—not months later when the tax return is being prepared.

Tax planning works best before the deadline.

If you’re facing a significant capital gain—or expect one in the near future—now is the time to determine whether a Qualified Opportunity Zone strategy belongs in the conversation.

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09/14/2026

The worst time to find out you had tax-planning options?
After the year is over.

If 2026 has been a big income year, waiting until April could mean finding out too late what you could have done differently.

See what’s still possible. Talk to Marcus