Carey D. Sullivan, Co-Founder & CIO, The Five Peaks Capital Group

06/02/2026

If you've made a large capital gain from selling a property and want to do a 1031 exchange, you might want to pause and consider how that will affect your portfolio in the long term.

If you're considering a 1031 exchange after making a large capital gain from selling a property, stop and ask how it will affect your portfolio in the long term.

05/29/2026

Happy 529 Day! Today is a perfect reminder of the value of planning ahead for education. A 529 plan offers tax advantages and flexibility whether you're saving for college, K–12 tuition, or even trade school. Want to learn how a 529 could fit into your financial plan? Let’s connect! https://nyl.co/4x3TnRc

05/27/2026

As a business owner, navigating the complexities of tax planning can be a daunting task, especially when it comes to employee benefits like 401K plans. However, with the right approach, you can turn these benefits into a valuable tax planning tool, reducing your liability and boosting your bottom line. By offering competitive employee benefits, you can attract and retain top talent, while also minimizing your tax burden. Effective tax planning can help you make the most of the tax code, ensuring you're taking advantage of all available deductions and credits. With a solid understanding of tax planning and employee benefits, you can drive business growth and increase profitability. By staying on top of the latest tax developments and strategies, you can ensure your business remains competitive and successful.

05/25/2026

Business owners know that retaining key employees is essential for success, but annual bonuses don’t really incentivize employees to stay around for the long term. Watch James’s and Celeste’s stories to see how the effective use of strategic incentive programs backed by life insurance can be a smart, tax-preferred choice that benefits both your employees and your business, and then let’s talk about how a deferred compensation plan could secure your business.

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05/21/2026

It's a question many remarried couples face: If one spouse passes away, what happens to the inheritance if there are children from a previous marriage?

You can leave a surviving spouse financially secure without leaving your children bitter.

05/19/2026

New IRS migration data shows billions in income shifting from high-tax states to lower-tax destinations. Here’s what’s driving the trend and what it means for your finances.

05/15/2026

Tax-deferred retirement accounts are great for lowering your tax bill today—but taxes will eventually need to be paid when the money is withdrawn. Tax diversification may help you keep more of your retirement income. https://bit.ly/4eKYTRV

05/13/2026

Asset allocation is the balance between growth and stability in your portfolio. It is how your money is divided among stocks, bonds, and cash, and it plays a bigger role in long-term results than most people realize.

Your mix should reflect who you are as an investor. Someone saving for retirement may need a different balance than someone focused on income or stability. And, as your financial life changes, your allocation should evolve too.

The goal is not to predict markets, but to stay invested with confidence through them. The right balance helps you do just that.

How balanced is your portfolio today?
https://bit.ly/49KtsUe

05/11/2026

Understand how income levels can affect IRMAA surcharges and Social Security taxation—and how factors like part-time work or volunteering may play a role.

Avoid rising IRMAA surcharges and discover how volunteering and part-time work keep more of your Social Security benefits tax-free.