Author: Austin Lewis

To the untrained eye, investing in real estate may seem like a simple, hands-off way to build wealth. Read more…

The recent passing of the One Big Beautiful Bill Act (OBBBA) means several new limitations on itemized charitable deductions are around the corner in 2026. Read more…

For affluent investors, Required Minimum Distributions (RMDs) are one of those milestones that signal a new financial chapter. With it, they also signal a new tax challenge. Read more…

It’s common knowledge that simply saving for retirement isn’t enough. Investing those savings can help your nest egg outpace inflation and grow exponentially to maximize your retirement potential. Read more…

A 2023 Insurance Barometer Study found a record-high number of consumers plan to purchase life insurance over the coming year. Undoubtedly, this increased demand is fueled by younger adults entering the workforce and starting families, two common times for policies to be started. Read more…

You probably know what you are looking for in a financial planner: Someone who is honest, hard-working, ethical, and will always act in your best interests. In fact, you'd expect that to always be the case with financial planners...right? Read more…

Chances are, you’ve heard of the impending Fiduciary Rule set forth by the Department of Labor. (If not – here is a brief summary). This new rule has started some important conversations on transparency and objectivity in the world of financial advice. It's also driven many Americans to rethink how Read more…

It’s that time of year. Universities all over the globe are sending their 2016 graduates out into the “real world. Unfortunately, post-grad life comes with some serious financial struggles. With unprecedented amounts of student loan debt, low wage growth and the new era of needing a subscription Read more…