Explore more resources from Kingsview Wealth:
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
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Kingsview Wealth
Ask Tim: I Want to Kill the Mortgage, but My Spouse Wants to Keep the Cash
Summer has a funny way of turning small bills into big debates. The grill needs propane, the air conditioner ...
Jun 10, 2026, 3:06:01 PM
Tim Lux, CFP®, CPFA®
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
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®
Questions to Ask a Financial Advisor Before Investing
Your retirement date is approaching, the 401(k) statement looks substantial, and the retirement calculator ...
Jun 3, 2026, 1:00:00 AM
Kingsview Wealth
Quick Answers: Should You Max Out Your 401(k) or Your Roth IRA First?
Most investors approach this question with the assumption that one account must always come before the other. ...
May 13, 2026, 10:36:06 AM
Kingsview Wealth
Elon Musk Says AI Will Make Retirement Planning Obsolete. Is He Right?
In January, on the Moonshots with Peter Diamandis podcast, Elon Musk offered a piece of financial advice ...
May 13, 2026, 10:06:27 AM
Kingsview Wealth
Ask Tim: Taxes Get Weird With Startup Equity
For a long time, equity compensation sounded like something reserved for Silicon Valley founders, early ...
May 6, 2026, 3:24:31 PM
Tim Lux, CFP®, CPFA®