When high-income families are sold complex financial products, the results can be devastating. One of the clearest examples is the case involving NASCAR driver Kyle Busch and his wife, Samantha, who filed a lawsuit alleging that they were misled into purchasing a series of Indexed Universal Life (IUL) insurance policies that ultimately put more than…
Financial success often creates the illusion of immunity from mistakes. Yet even wealthy investors can fall into traps with poor investment choices or uncoordinated wealth strategies. In 2025 and 2026, with evolving economic, tax, and geopolitical landscapes, disciplined planning and anticipation are more critical than ever. Below are the 10 most common mistakes high-net-worth investors…
Keeping large cash reserves might feel safe — but in the long run, it’s quietly costing you. If you’re a tech executive, founder, or high-earning professional, understanding the true cost of idle capital is key to building and preserving wealth. Let’s break down what excess cash is really doing to your financial trajectory — and…
At We Financial, we specialize in helping tech professionals and founders unlock liquidity without having to sell their stock, options, or long-term investments. One of the most powerful strategies available is box spread financing — a market-based way to borrow against your portfolio. While it functions much like a security-based loan, it is technically not…
One of the smartest financial moves you can make in 2025 is fully maximizing your 401(k) or 403(b) plan—even if your employer does not contribute a single dollar. These accounts offer powerful tax benefits that can compound significantly over time, but too many people underuse them. What Does “Maximizing” Really Mean? In 2025, here are…
