RESOURCE LIBRARY

The recently passed One Big Beautiful Bill Act (OBBBA) brings both clarity and complexity to the tax code, and we want to make sure you’re equipped with the highlights.

For most of us, work is more than a paycheck—it’s where we spend our time, our energy, and a huge part of our identity. Whether you're running the show or leading within it, it's easy to get so focused on growth and the grind that you lose sight of something bigger: what all this is building toward.

After eliminating the asset test in 2024, California is reversing course. The 2024–25 budget brings back limits on savings and retirement accounts for Medi-Cal eligibility, and the change could have real consequences for those who rely on this essential coverage.

The Leader’s Blueprint is designed to connect the dots between your business strategy, your personal financial plan, and the legacy you’re building. It’s for entrepreneurs who want to lead with purpose, think long-term, and make smart financial decisions along the way. It’s about building well, living wisely, and leaving something that lasts.

Uncertainty is part of investing—and it’s also the reason long-term investors are rewarded. Market corrections can be unsettling, prompting many to question their exposure to risk. Ironically, those moments of doubt—when prices are falling and emotions are running high—are often the least favorable times to make big changes. Markets begin to price in worst-case scenarios, and decisions made in haste can derail long-term plans.

Leaving a home to your child with special needs can be an act of love and protection, but it comes with real-world responsibilities and risks. Before deciding whether to transfer title outright, whether in their name or in trust, here are a few practical things to consider beyond the legal and benefits issues: