Posts by Linscomb Wealth

Key Takeaways: College planning mistakes stem from poor timing and isolated thinking, not lack of money First-generation wealth builders face unique challenges balancing support with values The most successful families integrate education funding with their broader financial strategy   When a successful business owner recently asked us, “How do we fund three kids’ college education…

Your company stock options represent years of hard work building your career and your company’s success. But when it comes to actually exercising those options—or deciding what to do with vested RSUs—many successful executives find themselves second-guessing every move. The stakes feel high because they are high. Make smart moves and you accelerate your path…

Building on our mid-year wealth security assessment, this might be the most urgent item on your checklist. As we discussed in our recent mid-year review piece, comprehensive wealth protection is a broad topic. Today, we need to address a time-sensitive planning consideration high-net-worth families might face: the approaching estate tax exemption deadline. If your family’s…

As we reach the halfway point of 2025, it’s time to assess not just your investment performance, but how well protected your wealth really is. For families managing significant assets, June offers the perfect opportunity to review your progress and strengthen the safeguards around everything you’ve built. How Vigilance Prevented a Financial Disaster One of…

In our previous article, Values Before Valuables, we explored how family values provide an essential context for wealth transfer. In this article, we’re focusing on the practical skills and experiences we believe your heirs need to successfully manage wealth. The Emotional Side of Investing Investing is inherently emotional, driven by feelings such as fear and…