Insights

Financial Planning.

Notes, observations, and technical analysis from our advisors and analysts, filtered to Financial Planning. Choose another topic below or return to the full library.

All Business Planning Financial Planning General Retirement Planning
Not Someday, Today. Why Planning is About More Than the Future.
Featured · Financial Planning

Not Someday, Today. Why Planning is About More Than the Future.

When a business owner’s financial picture is actually designed as a system, the pieces start doing more than one job at a time.

Kevin Shah• July 2026
What Insurance Can and Cannot Solve Inside a Financial Plan
Financial Planning

What Insurance Can and Cannot Solve Inside a Financial Plan

When a business owner's financial picture is actually designed as a system, the pieces start doing more than one job at a time.

Kevin Shah Jun 2026
Rates Will Keep Moving. Your Cash Framework Doesn’t Have To.
Financial Planning

Rates Will Keep Moving. Your Cash Framework Doesn’t Have To.

When a business owner's financial picture is actually designed as a system, the pieces start doing more than one job at a time.

Kevin Shah Jun 2026
The Quiet Cost of Moving Fast
Financial Planning

The Quiet Cost of Moving Fast

The irony is that the same instinct that builds the income - heads-down, invest in what you know, maximize what you're best at - can quietly work against you when it comes to the broader financial picture. Not because anything is wrong. Because everything is moving fast, and moving fast often means moving past the small details that carry the biggest long-term impact.

Kevin Shah Apr 2026
Why Having a Financial Plan Isn't Enough
Financial Planning

The Execution Gap: Why Having a Financial Plan Isn’t Enough

The Illusion of Progress We often work with families who have done everything right. They’ve saved consistently, engaged an advisor, and built up meaningful wealth over decades. Many arrive with a financial plan – sometimes a lengthy one. And yet, when they reach a major inflection point…

Kevin Shah Apr 2026
Why a Trump Account May Be a No-Brainer
Financial Planning

A $1,000 Head Start: Why a Trump Account May Be a No-Brainer for Eligible Newborns

If you are welcoming a child between January 1, 2025 and December 31, 2028, the new Trump Account under IRC Section 530A may be one of the easiest financial planning decisions a parent can make. Eligible children can receive a one-time $1,000 federal contribution, giving them an immediate investment head…

David McKenzie Mar 2026
The Revant Letter

A quiet note,
published on rhythm.

A short, occasional letter from the practice, new essays, the questions clients are asking, and the planning ideas we're testing. No marketing, no market-timing calls.

Dream freely. We'll do the rest.