WELLth Financial Planning

06/01/2026

We just launched a free tool to help entrepreneurs and early retirees on Obamacare maximize their health insurance subsides to minimize their premiums, copays, and deductibles. Health insurance optimization is just one of the many ways we help our clients maximize their wealth. Want to chat? We would love to hear from you. Call us today at (561) 972-8011

05/13/2026

Publix employees: do you know your best move at retirement?
From ESOP + SMART plan rules to the powerful NUA tax strategy, this guide breaks down how to maximize your Publix stock and minimize taxes. Don’t leave money on the table.

From ESOP + SMART plan rules to the powerful NUA tax strategy, this guide breaks down how to maximize your Publix stock and minimize taxes. Don’t leave money on the table.

04/29/2026

Below is a video of my webinar last year with XYPN on how to build a defendable, evidence-based tactical asset allocation process within the framework of a long-term oriented financial planning practice. This webinar was for other financial planners trying to improve their own investment processes, but I thought clients and other folks would be interested in seeing me get into the weeds with research, data, and systems.

I emphasis this many times during the webinar, but tactical asset allocation should be "icing on the cake" of a long-term oriented investment portfolio. I always joke that investing is usually boring, but there are times when making small tweaks to a portfolio can potentially help improve returns or lower risk.

Video below. Enjoy!

Below is a video of my webinar last year with XYPN on how to build a defendable, evidence-based tactical asset allocation process within the framework of a long-term oriented financial planning practice. This webinar was for other financial planners trying to improve their own investment processes,....

04/01/2026

Our latest market commentary was featured in Advisor Perspectives! Click below to see our analysis and insights on changing tariff rates in light of the February Supreme Court ruling and the potential economic/market scenarios with the ongoing Iran conflict.

The weight of evidence suggests that the current equity market decline should be viewed as a short-term pullback within an ongoing, longer-term bull market. However, we are watching indicators closely for changes in global economic/market health. Below are five charts we will be paying special atten...