Wealth & Estate Planning
7 Wealth Building Ideas That Hold Up
Explore wealth building ideas that help families grow, protect, and transfer assets with disciplined planning, smart investing, and clear priorities.
July 8, 2026
Retirement planning, investing, fee-only fiduciary advice, wealth and tax strategy from Byron Studdard, CFP® — written in plain language.
Explore wealth building ideas that help families grow, protect, and transfer assets with disciplined planning, smart investing, and clear priorities.
Wealth creation and preservation requires disciplined planning, active risk management, and fiduciary advice built to protect progress over time.
5 Questions to Ask Before Refinancing Your Mortgage Byron L. Studdard, CFP August 9, 2016, 3:31 PM — The mortgage checks most homeowners write every month serve as a regular reminder for them to look into potentially refinancing their mortgages at a lower rate. If that’s not enough of a reminder, the
Cars are the second-most-expensive things that most people buy, and can be one of the greatest impediments to achieving financial security. There are myriad traps involved in deciding whether to buy a new car, negotiating its price and financing and insuring it. Falling into these traps can be extremely costly and
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