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The latest news on Fractional Family Office®, Tax Strategies, Estate Planning, Asset Protection & Investments for High-Performing Entrepreneurs.

    What's Your Spend Rate?, Dew Wealth Newsroom title card

    What Is Your Spend Rate, and Why Does It...

    3 min read

    Add up every dollar that reaches your household after tax: W-2 salary, business distributions, passive income, everything. Then add up what you actually spend. Divide the second number by the first, and you have your spend rate, the single ...

    Read More: What Is Your Spend Rate, and Why Does It Matter More Than Your Income?
    Title card reading My Financial Advisors Don't Talk to Each Other, with Dew Wealth Newsroom eyebrow, on a dark teal background.

    My Financial Advisors Don't Talk to Each Other: What That Actually Costs You

    3 min read
    If your financial advisors don't talk to each other, you have what Dew Wealth Management calls a Financial Flat Tire. Every spoke is compete...
    Read More: My Financial Advisors Don't Talk to Each Other: What That Actually Costs You
    Dew Wealth Newsroom title card reading: Hit a Revenue Ceiling in Your Business? Look at What Already Works First

    Hit a Revenue Ceiling in Your Business? Look at What Already Works First

    3 min read
    A hard revenue ceiling in a service-based business is usually structural: a limit on how many clients a team can serve, how many hours an ow...
    Read More: Hit a Revenue Ceiling in Your Business? Look at What Already Works First
    Title card reading Estate Planning for Business Owners, Dew Wealth Newsroom

    Estate Planning for Business Owners: Why “Just Set Up a Trust” Doesn’t Always Work

    4 min read
    Estate planning for business owners gets harder the moment real wealth is on the table, and one of the most common mistakes happens before a...
    Read More: Estate Planning for Business Owners: Why “Just Set Up a Trust” Doesn’t Always Work
    Dew Wealth Newsroom title card reading: Why Does Being a Business Owner Make Your Mortgage Cost More?

    Why Does Being a Business Owner Make Your Mortgage Cost More?

    4 min read
    Conventional mortgage underwriting rewards one thing above nearly everything else: income arriving on a predictable, third-party-verified sc...
    Read More: Why Does Being a Business Owner Make Your Mortgage Cost More?
    Title card reading 'Should Entrepreneurs Use a Regular Financial Advisor?' on a deep teal Dew Wealth Newsroom background

    Should Entrepreneurs Use a Financial Advisor?

    3 min read
    Should entrepreneurs use a "typical" financial advisor? For most first-generation entrepreneurs and business owners, no. A financial advisor...
    Read More: Should Entrepreneurs Use a Financial Advisor?
    Title card reading Estate Planning for Business Owners: Why a Trust Isn't Enough to Transfer Wealth, Dew Wealth Newsroom brand card.

    Estate Planning for Business Owners: Why a Trust Isn't Enough to Transfer Wealth

    3 min read
    Estate planning for business owners is usually measured by one question: is the trust drafted correctly? That question matters, but it is no...
    Read More: Estate Planning for Business Owners: Why a Trust Isn't Enough to Transfer Wealth
    Dew Wealth Newsroom title card reading Estate Planning for Business Owners: Why Timing Beats the Term Sheet on a deep teal background

    Estate Planning for Business Owners: Why Timing Beats the Term Sheet

    4 min read
    Estate planning for business owners usually starts too late. Most owners wait until they have a signed letter of intent to think about estat...
    Read More: Estate Planning for Business Owners: Why Timing Beats the Term Sheet
    Deep teal Dew Wealth Newsroom title card reading: Estate Planning for Business Owners, Why a HEMS Provision Beats All-or-Nothing Trusts

    Estate Planning for Business Owners: Why a HEMS Provision Beats All-or-Nothing Trusts

    4 min read
    In estate planning for business owners, most family trusts still follow one rule: a single primary beneficiary, often a child, receives full...
    Read More: Estate Planning for Business Owners: Why a HEMS Provision Beats All-or-Nothing Trusts
    Bar chart comparing a founder's $13 million expected adjusted EBITDA to a buyer-normalized $7 million EBITDA in a hypothetical, illustrative example of business-sale add-back diligence.

    How "Adjusted" EBITDA  Can Cut Your Business Sale Price Nearly in Half

    3 min read
    The EBITDA figure a founder carries into a sale and the EBITDA a sophisticated buyer's diligence team is willing to underwrite are rarely th...
    Read More: How "Adjusted" EBITDA  Can Cut Your Business Sale Price Nearly in Half
    Dew Wealth Newsroom branded title card reading

    Should Real Estate Be Held in an S Corporation?

    4 min read
    Should real estate be held in an S corporation? Usually not, and the reason is technical rather than obvious. A shareholder's basis in an S ...
    Read More: Should Real Estate Be Held in an S Corporation?
    Dew Wealth Newsroom title card reading: Flying Blind on Your Own Finances?

    Why Fast-Growing Entrepreneurs End Up Flying Blind on Their Own Finances

    3 min read
    An entrepreneur's revenue can grow tenfold in two years while the plan around their personal wealth stays exactly where it started. That mis...
    Read More: Why Fast-Growing Entrepreneurs End Up Flying Blind on Their Own Finances
    Title card reading Dew Wealth Management Named a 5-Star RIA Firm by InvestmentNews on the Dew Wealth Newsroom brand background

    Dew Wealth Management Named a 5-Star RIA Firm by InvestmentNews

    1 min read
    Dew Wealth Management has been named to InvestmentNews' 5-Star RIA Firms (High Net Worth) 2026 list, a recognition based on publicly filed S...
    Read More: Dew Wealth Management Named a 5-Star RIA Firm by InvestmentNews
    Title card reading

    Real Estate Professional Status for Business Owners: What the IRS Actually Requires

    4 min read
    Real estate professional status is an IRS classification that changes how rental losses interact with your tax return. Rental losses are nor...
    Read More: Real Estate Professional Status for Business Owners: What the IRS Actually Requires