Rusty's Pro TipsOur ideas to help people stay wealthy.

Building & Maintaining Resilient Wealth

Resilient wealth creation is the purpose of investing. We all want our wealth to grow, provide income and to protect our freedom to do what we want, when we...

Don’t Party Like it’s 1999 – Memories of the Dot.com Bubble
Posted in: Decisions
The most challenging time I remember as an advisor was the late 90s. The frenzy was electric. New ideas emerged...
Read more
See a Sample Financial Plan: Our BluePages Planning Process
Posted in: Financial Planning
By Russell Holcombe, MTx, CFP® After decades of experience working with clients in various stages of the...
Read more
Live the Life You Want in 2023
Posted in: Financial Planning
By Russell Holcombe, MTx, CFP® As we start a new year, many of us are thinking about the progress we want to make in...
Read more
VIDEO: Forget the Balance Sheet: Cash Flow Is King
Posted in: Cash Flow, Financial Planning
By Russell Holcombe, MTx, CFP® Today I want to talk to you about one of the biggest mistakes I see in the financial...
Read more
2023 Tax Planning: Tips and Pitfalls
Posted in: Financial Planning
By Russell Holcombe, MTx, CFP® Tax planning can get complicated fast—especially when you factor in things like...
Read more
Why the Lump-Sum Election Can Be Dangerous
Posted in: Decisions, Financial Planning
By Russell Holcombe, MTx, CFP® The deferred compensation plan (DCP) is a non-qualified executive benefit plan which...
Read more
What We Do and How We Can Help
Posted in: Financial Planning
By Russell Holcombe, MTx, CFP® What would you do if you didn’t have to worry about money and only worked when, how,...
Read more
Why Is Your Portfolio Invested the Way it Is?
Posted in: Financial Planning, Investment
By Russell Holcombe, MTx, CFP® I wake up early by most standards, a ludicrous hour for those that enjoy sleep. For me,...
Read more
Planning for Stock-Based Compensation
Posted in: Financial Planning
By Russell Holcombe, MTx, CFP® Making the decision to work for a startup or even a late-stage company usually means...
Read more
Financial Planning Challenges for Corporate Executives
Posted in: Financial Planning
By Russell Holcombe, MTx, CFP® “What do you think?” she asks with a rhetorical tone. I look at the numbers, but we...
Read more
Bad Investing Strategies Can Be Addictive
Posted in: Financial Planning, Investment
By Russell Holcombe, MTx, CFP® One of the hallmarks of any successful financial outcome is a strong and realistic...
Read more
Why Maxing Out Your 401(k) Is Not Always Ideal
Posted in: Financial Planning
By Russell Holcombe If you’re like most employees, you’ve probably heard about the importance of a 401(k) plan from...
Read more
Top Financial Planning Challenges for Startup Employees
Posted in: Financial Planning
By Russell Holcombe, MTx, CFP® Working for a startup can be an amazing opportunity. Being at the cutting edge of...
Read more
Why I Became a Financial Advisor
Posted in: Financial Planning
By Russell Holcombe, MTx, CFP® Do you know how hard it is for an ambitious 8-year-old to find a job? Thankfully, I was...
Read more
Your S&P 500 Index Fund Costs More Than You Think
Posted in: Investment
Here’s an investment opportunity for your consideration. It’s managed by an investment committee that seeks to...
Read more

Sign up for our Newsletter

Every month, we share our ideas to help people stay wealthy. Sign up to receive our newsletter to read about the stuff we find interesting.

"*" indicates required fields