Dew Wealth

09/10/2026

When you own rental properties, the entity structure you choose shapes your liability exposure. Co-mingling multiple properties under a single entity ties all of that risk together, whereas separating them into individual LLCs keeps each asset in its own lane.

It depends on your specific situation: property type, portfolio size, and long-term goals all factor in, so revisit your entity structure as your real estate portfolio evolves.

09/09/2026

Brad Baumgardner, one of the founding partners of Interior Logic Group, built the company into the largest national provider of interior design, supply chain, and installation solutions for homebuilders across the country. That work culminated in the sale of the business to Blackstone for $1.6 billion — a milestone two decades in the making.

Brad and his wife Susie have been part of the Dew Wealth family for over 20 years. We've been honored to support them through this journey, providing tax and asset protection guidance throughout the sale process. It's moments like this that remind us why we do this work, helping entrepreneurs protect what they've built so they can focus on what comes next.

Brad shared the following testimonial about his experience:

Brad Baumgardner, founding partner of Interior Logic Group and long...

09/08/2026

If you're in a high tax bracket today, what you contribute to a qualified retirement plan may reduce income taxed at today's higher rates.

Years from now, when you begin taking distributions, you may be in a lower effective tax bracket than you are during your peak earning years. For many, that timing can make tax-deferred retirement contributions especially effective.

09/03/2026

The late nights, the hard seasons, the moments where you quietly wonder if it's all worth it. What keeps you going?

For many, it's something bigger than the bottom line: a vision that pulls you forward when motivation wavers and the path gets unclear. That's what intentional wealth looks like in action. It creates freedom to give back in the ways that matter most on your terms, in your time. When your wealth has a purpose, your choices become your own.

09/02/2026

Shout out to Vince Sant, Co-Founder of V Shred, on everything he's built in the health and fitness space. Since co-founding the company, Vince and his team have grown V Shred into one of the largest online fitness brands in the world, helping millions of people transform their health through customized training and nutrition programs. He's since expanded that impact through Sculpt Nation, bringing his approach to health and wellness to an even wider audience.

We're proud to support Vince's continued growth, allowing him to stay focused on building his brand and serving his community rather than juggling the financial side on his own.

Here's what Vince had to say about his experience with our team:

Vince Sant, Co-Founder of V Shred, shares his experience working wi...

09/01/2026

Choosing the right entity structure as a business owner has far-reaching implications for taxes, liability, and future exit options. An S corp, C corp, sole proprietorship, and other structures each carry distinct tradeoffs depending on where you want to take your business.

Structure can open or close doors, including paths to an ESOP, raising capital, or going public, so looking into options and working with the right professionals can make a difference in what's available to you down the road.

08/27/2026

Cash is king. Cash is trash. Which is it?

Having cash set aside for emergencies and business ups and downs is a smart move. Beyond that, sitting on idle cash without a clear deployment strategy may actually be working against you. Over time, cash tends to be one of the lower-performing assets, especially when you factor in taxes and inflation eating into even a 5% yield.

Cash isn't inherently a virtue or a liability. Those who carry cash intentionally know what they're waiting for because they’ve identified the opportunity, so when it arrives, they're ready.

08/26/2026

Proud to highlight JP Sears, comedian, YouTuber, author, and the creative force behind AwakenWithJP.

JP has built a media career reaching hundreds of millions of people, with over 300 million video views across his platforms, a published book, a national stand-up tour, and acting credits on top of his own podcast and content brand. What started as one entrepreneur's creative vision has grown into a full-fledged business built around his voice and his audience.

We've been honored to support that growth by helping JP bring structure to both his business and his family's financial future so he can stay focused on what he does best: creating and connecting with his audience.

We're grateful for JP sharing his story:

JP Sears, comedian, author, and creator of AwakenWithJP, shares his...

08/25/2026

A basic estate plan typically includes a trust, a financial power of attorney, and a healthcare power of attorney. Together, these documents determine who manages your accounts and businesses if you're incapacitated, how your assets are distributed after you pass, and that your medical wishes are honored.

Without them, a court decides those things for you, on its own timeline. Connect with your estate attorney or advisor and get clarity on where you stand.

08/20/2026

A $250 million exit. Public enough to make the Wall Street Journal.

The founders still drove their Hondas. Same neighborhood. Same schools. They'd built something extraordinary but wanted their kids to stay grounded through it all.

Then the sale closed. Word got out. And their kids came home and said, "We need to have a conversation."

They hadn't planned for that moment. They were so focused on the deal that the human side of the exit caught them off guard, and all of it landed at once.

A liquidity event can bring a lot of conversations you didn't plan for, so consider how it could ripple outward, and put the right structure around it before the moment arrives.

▶️ Full episode out now

Spotify: https://dwm.la/44unNPv
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Apple Podcasts: https://dwm.la/4b4I3dW