Articles, guides, and FAQs.
Educational content for high earners thinking carefully about retirement, protection, and integrated financial planning. Built as we have things worth saying — quality over volume.
Connelly & Your Buy-Sell (2026)
The 2024 ruling, the new $15M exemption, and the one question that tells you if your agreement needs a fresh look.
Will the IRS Accept Your Buy-Sell Price?
The §2703 test, the three ways a price gets set, and the one question that tells you whether an agreement's number would hold up.
SBA Loan Insurance FAQ
The lender-required life insurance condition, explained: how the amount and term are set, how collateral assignments work, and what happens at lapse, payoff, or uninsurability.
Articles
Analytical pieces on specific questions high earners face — tax-efficient accumulation, protection structures, the role of insurance in broader planning.
Guides
Longer-form material on planning topics that benefit from a more comprehensive treatment than a single article.
FAQs
Honest answers to the questions clients ask most often. Updated as the questions evolve.
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