No Non-Cents Blog

There is a stage of wealth that does not get discussed often enough. It is not the early phase, when the focus is on building income, saving consistently, and gaining traction. And it is not the ultra-high-net-worth stage, where advanced strategies and complex structures become the norm. It is the space in between—typically when net worth reaches somewhere between $1M and $5M. At this level, most people are doing well by any objective measure. Income is strong, assets are gro