Keep More, Lose Less: Smart Tax Moves for Families

Wealth isn’t just about making money – it’s about keeping it. You’ve worked hard to build something meaningful, and the last thing you want is to see it eaten away by taxes. The truth is, the wealthiest families in America don’t just earn money – they engineer ways to protect it. And with the right […]

The Power of Early Moves

Almost everyone waits too long to plan. They think estate planning is something to handle “later.” But later often comes with higher taxes, bigger problems, and fewer options. Sam Walton, the founder of Walmart, didn’t wait. Before Walmart became the giant it is today, he gave his children shares of the company. Those shares weren’t […]

They’ll Spend It, Lose It or Fight Over It

Here’s the hard truth: families lose wealth all the time. Not because they don’t care, but because money without structure and guidance slips through fingers faster than you can imagine. You’ve worked hard – building savings, investing in stocks, buying real estate, maybe even collecting gold and silver. You want your family to benefit. But […]

Why Planning Matters for Your Legacy

When you hear the words estate planning, it might sound like something reserved for billionaires with private jets and teams of lawyers. But the truth is: your true legacy starts the moment you decide to build it. Every choice you make – whether you’re investing in the stock market, already holding gold and silver, or […]

You Don’t Get What You Don’t Ask For

Life is full of crossroads. Choices can look messy and complex. But when you strip away the noise, most decisions boil down to two paths. Stay quiet, or step up and ask for what you want. Most people choose silence. They don’t raise their hand. They don’t ask for the raise. They don’t ask for […]

Don’t Waste the Opportunities in Front of You

Life is not fair. Some people are born with every possible advantage. Others are born with none. Maybe you were the first in your family to go to college. Maybe you were the first to start a business. Maybe you’re the first to even think about building a true legacy. That can feel heavy. But […]

The Emergency Go-Bag

At Legacy Wealth HQ, we talk a lot about building a financial foundation, securing alternative investments, and passing on assets that last for generations. But there’s one pillar of legacy that often gets overlooked — your health. Without it, none of the wealth you build can be enjoyed or stewarded the way you envision. Emergencies […]

This Advice Changed How I See Legacy (And Life)

Sometimes, it takes a life-changing event to shine a light on what truly matters. For me, having my first child was one of those moments. During that time, I was talking with my friend Marc Lichtenfeld, a passionate advocate for financial literacy who has taught me so much over the years. (Marc explains things clearly […]

Build a Legacy That Doesn’t Fade

Make Your Story Last for Generations Have you ever noticed how most stories eventually fade? Sure, we hear a few passed down from generation to generation, but the ones that truly last – the ones that really stick – are the ones that were written down, carved in stone, or recorded with intention. Think about […]