Blog
The $8.5M Lesson: Why Indexed Universal Life Is Almost Never the Right Solution
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,
Investment Mistakes, Traps, and Poor Financial Choices in 2025 and 2026
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,
Holding Too Much Cash: The Hidden Cost for Tech Professionals and Business Owners
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
Borrow Against Your Investments at ~4%* in 2025: Smart Strategies for Tech Professionals
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
Maximize Your 401(k) or 403(b) in 2025 — Even Without Employer Contributions
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
Mistakes, Pitfalls, and Poor Investments to Avoid in 2025
It’s easy to think that wealth guarantees flawless financial management. However, being wealthy doesn’t protect against mistakes, and there are plenty of examples of costly decisions, whether among celebrities or