07/23/2026
A lot of people think tax strategy starts in April.
It doesn’t.
The best tax savings don’t come from last-minute deductions; they come from smart decisions made all year long.
If your tax strategy is “I’ll deal with it when my CPA emails me,” we should probably talk. 👀
07/20/2026
People keep asking if we’re runners…
Technically? Yes. It’s basically endurance training.
07/16/2026
I’m not telling you this to flex. I’m telling you because of where it comes from.
My childhood is the entire reason I run money the way I do now: live below our means, pay ourselves first, give every dollar a job.
In practice, that looks pretty unglamorous. Revenue hits the business once a month, and I move almost all of it into high-yield savings at Live Oak Bank, earmarked for payroll, taxes, credit cards, and reserves — then pull it back to checking only a few days before it’s actually needed.
On the personal side, we use Ally and Vanguard for sinking funds and long-term investing, and we keep our checking lean enough to not overdraft and not a dollar more. Idle cash earns. Long-term money compounds. Nothing sits.
It’s more effort than leaving everything in checking, but this isn’t a story of effortless wealth. It’s the story of someone who grew up without security, built it one decision at a time, and now gets to help other people do the same.