How often do you think about the fact that a well-planned business trip can quietly subsidize the kind of personal experiences you rarely make time for? Business travel is no longer just about attending conferences or work meetings, it’s about designing trips that work smarter for you. Enter “The Sandwich Rule.” The Sandwich rule offers a strategic way to blend business and leisure while staying compliant with IRS guidelines. For w-2 employees, it means extending your stay wi

At this level, the ultra-affluent don’t rely on retail investing advice . They operate within a different financial tier. This one has exclusive opportunities, tax advantages, and entity structures  that shape how wealth is grown and preserved across generations. The First Shift: Access Changes Everything Most investors are limited to the usual menu of 401(k)s, IRAs, ETFs, and the occasional rental property. But high-earning women who surpass the $500K mark step into an entir

“If you want to know where future fortunes will be made, don’t look at markets; look at rooms. Why? Wealth follows proximity. The closer you are to capital, information, and ambition, the higher your expected return. If compounding is the eighth wonder of the world, proximity is the ninth.”— Contrarian Thinking Newsletter That quote from Codie Sanchez’s Contrarian Thinking newsletter stopped me mid-scroll one evening—not because it was new information, but because it was tru

For ambitious women building businesses and wealth, there comes a point when simply “maxing out a 401(k)” isn’t enough. The income grows, the tax bill grows with it, and suddenly you realize the system rewards those who play the game strategically . One of the most elegant and underutilized tools in that playbook? Pairing a 401(k) profit sharing plan  with a cash balance plan . This isn’t just retirement planning — it’s a strategic wealth-building lever  designed for founders