by Jason Epps | Jun 12, 2026 | Blog, High Income Earners, Investment Management, Retirement Planning, Uncategorized
Every June, I seem to have the same conversation. Someone sits down across from me and says, “I haven’t looked at any of this since January.” They’re not behind. They’re not doing anything wrong. They’ve just been busy. Working,...
by Jason Epps | Mar 23, 2026 | Blog, High Income Earners, Investment Management, Retirement Planning, Uncategorized
Most high earners get estimated taxes wrong. They either underpay and face penalties, or they massively overpay and tie up cash they could’ve been using all year. Here’s how to get it right—and stop leaving money on the table. Who Needs to Pay Estimated...
by Jason Epps | Feb 16, 2026 | Blog, High Income Earners, Investment Management, Retirement Planning, Uncategorized
The One Big Beautiful Bill Act created something significant: a tax-advantaged investment account specifically designed to give every American child a head start on building wealth. If you have children or grandchildren, you need to understand Trump Accounts before...
by Tricia Lepofsky | Dec 1, 2025 | Blog, High Income Earners, Uncategorized
Dad sat in his comfortable recliner for his final three years. He could sit, eat, and doze without getting on his feet. In younger years, he was quite the storyteller until Alzheimer’s cruelly stole his words. He managed to hold court in his chair, surrounded by his...
by Jason Epps | Dec 1, 2025 | Blog, High Income Earners, Investment Management, Retirement Planning, Uncategorized
Back in August, I attended the Tour Championship at East Lake Golf Club in Atlanta. The course is beautiful and historic, but also notoriously tricky. The greens are fast, sloped, and full of subtle breaks that don’t show up on TV. What looks like a straight...
by Jason Epps | Oct 27, 2025 | Blog, High Income Earners, Uncategorized
TL;DR: DIY financial planning works great early on. But once you’ve reached a certain level of income, built up meaningful assets, or have more complex compensation like equity awards, the cost of mistakes quickly outweighs the cost of proper guidance. This guide...
