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The Talley Perspective
Straightforward thinking on taxes, retirement, investment decisions, and building a financial life that actually works.
Wealth Strategy Articles
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Tax Planning
Should a Business Owner Take the Tax Deduction or Go Roth?
A deduction isn't automatically a win. For a surprising number of business owners, taking it is the expensive choice, and the trajectory of your wealth is what tells you which side you're on.
Business Owner Planning
How Do I Get Wealth Out of My Business (and Into Retirement)?
For a lot of successful owners the business is the retirement account, but the wealth is trapped inside it. Here is a plain-English way to think about moving wealth out of the business and framing the sale as your retirement event.
Retirement Planning
What Changes as Financial Independence Gets Closer
As financial independence gets closer, growth stops being the only goal. Coordination, tax timing, and risk control start to matter more.
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