Ask Tim: Did Payroll Just Steal My Tax Break?

After two weeks on the road, navigating the dense wildfire smoke in Northern Michigan and the blistering heat ...
Jul 29, 2026, 10:20:36 AM
Tim Lux, CFP®, CPFA® Tim Lux, CFP®, CPFA®

Ask Tim: My Kid’s Etsy Art Empire Wants a Roth IRA

By this point in summer, the grill has seen too much corn, the kids have invented six fresh ways to leave ...
Jul 7, 2026, 2:54:18 PM
Tim Lux, CFP®, CPFA® Tim Lux, CFP®, CPFA®

Ask Tim: Sell the Business, Then Make the Cash Behave

July 4th is probably one of my favorite Federal holidays. But if I’m being honest, August 2nd deserves a ...
Jul 1, 2026, 12:29:14 PM
Kingsview Wealth Kingsview Wealth

The Household CFO Problem: What Happens When One Spouse Knows Everything

A household financial plan should not depend on one person being alive to explain it.
Jun 30, 2026, 10:37:39 AM
Kingsview Wealth Kingsview Wealth

Ask Tim: The True Cost of Being a Las Vegas Raiders Fan

Summer has arrived, which means the calendar is full of camp gear, baseball scores, sunscreen arguments, and ...
Jun 24, 2026, 10:25:56 AM
Tim Lux, CFP®, CPFA® Tim Lux, CFP®, CPFA®

Beyond the Gala Table: Charitable Giving Strategies for High-Net-Worth Families

For high-net-worth families, charitable giving eventually becomes part of the family’s financial ...
Jun 16, 2026, 2:33:08 PM
Kingsview Wealth Kingsview Wealth

How DSTs Help Real Estate Owners Step Away — Without Generating a Massive Tax Bill

The offer looks good until the tax estimate lands.
Jun 9, 2026, 11:18:01 AM
Kingsview Wealth Kingsview Wealth

Ask Tim: Selling the Family Business Without Blowing Up Holiday Gatherings

The family business. The estate plan. The charitable gift that sounded simple until taxes entered the room.
Jun 3, 2026, 1:45:10 PM
Tim Lux, CFP®, CPFA® Tim Lux, CFP®, CPFA®

Trump Accounts: A New Child Savings Tool Families Should Understand

Created under the One Big Beautiful Bill Act, Trump Accounts are IRA-style accounts designed for children. ...
Jun 3, 2026, 1:03:41 PM
Kingsview Wealth Kingsview Wealth

How Charitable Organizations Can Become Part of a Donor's Financial Life

A charitable gift often begins with a story.
May 27, 2026, 11:38:02 AM
Kingsview Wealth Kingsview Wealth