Nathan Schiess

Most business owners treat the business as the retirement plan. Sell it someday, live off the proceeds. That works until it doesn’t. A buyer falls through, a partner wants out early, or the business simply stops growing the way it used to. A retirement account outside the business is the plan that doesn’t depend on … Read more

People think of these as college accounts. For a family with money to pass down, they do more than that. A 529, a UTMA, and a UGMA are three ways to move wealth to your kids and grandkids. They handle taxes and control very differently, and that difference is the whole decision. Every grandparent wants … Read more

Nearly 95% of Millennials are not saving enough for retirement, according to the National Institute on Retirement Security. This troubling reality highlights a significant financial gap for the generation now entering its peak earning years. Are you a Millennial feeling behind on saving, investing, or planning your future? You are not alone. Yet, you don’t … Read more

A 2023 study by Gallup showed that the financial situation for 50% of Americans was worsening, while 13% reported no change in their situation. Based on these figures, more than half the country is watching their money lose value, often without fully understanding what’s causing it. One key factor behind the trend is poorly structured … Read more

Everyone wants financial security, but a recent survey from Capital One and The Decision Lab has found that as many as 77% of Americans are anxious about their financial situation. It’s not uncommon for people to worry about their future, and money is a big part of that. If you can effectively manage your wealth, you … Read more

Are you making more money than ever but not quite sure what to do with it? You’re not alone. In 2023, U.S. households earned an average of $80,610, which is about a 4% increase from 2022, based on data from the ASEC, reported by the Peter G. Peterson Foundation. While rising income is great news, … Read more

Wealth inequality continues to shape the financial landscape, making strategic planning more critical than ever. As of 2023, the top 1% of American households owned 30% of the nation’s net worth, equating to 30 cents of every dollar, according to USAFacts. With such a high concentration of wealth, businesses and high-net-worth individuals must take proactive … Read more

Most people think that building wealth is about making more money. But if that were true, high-income earners would never struggle with debt, and lottery winners wouldn’t go broke. The reality? It’s not how much you make; it’s how well you manage what you have. Without a clear financial strategy, your hard-earned money can slip … Read more

Imagine having access to flexible, tailored financial solutions to achieve your goals. Private funding offers an alternative to traditional financing, allowing individuals and businesses to tap into customized support and resources. Whether starting a new venture or expanding an existing project, the right funding source can make all the difference. Let’s dive into the top … Read more

In 2024, global billionaire wealth jumped 9%, reaching $12.1 trillion, as per PR Newswire. That’s an incredible rise, fueled by strategic financial planning and smart investment choices. It highlights the potential for anyone with significant assets to grow their wealth — if they take the right steps. Managing wealth effectively can feel overwhelming, especially with so … Read more

What difference can 10 years make? They can have a major impact on your wealth. The average net worth for American adults who are in their late 40s is $750,000. The average for those who are in their 50s can be over seven figures. No number of years makes it too late to increase your net worth. You don’t … Read more

As economies worldwide rapidly shift and evolve, individuals and families require expert guidance in managing their assets to reach long-term financial goals. Individuals seek advice that provides tailored strategies and investment options suitable for different risk appetites, goals, and life stages to meet such needs. In this article, we delve deep into the world of … Read more