Archive - Smarter With Money

More Wealth, New Playbook

Seven ways financial planning changes once you have significant wealth

Sep 9 • Brian Salcetti, AIF®, CIMA®

How Wealth Is Built

10 habits that matter more than income

Sep 2 • Brian Salcetti, AIF®, CIMA®

August 2026

Did You Know: 1 Penny Costs Nearly 4 Cents?

Why America finally stopped making them

Aug 25 • Brian Salcetti, AIF®, CIMA®

Who Teaches You to Spend?

The hidden fear of running out.

Aug 18 • Brian Salcetti, AIF®, CIMA®

July 2026

The Tax Myth That Could Cost You a Raise

Why moving into a higher tax bracket doesn't mean you take home less money.

Jul 29 • Brian Salcetti, AIF®, CIMA®

Stock Compensation, Simplified

RSUs, ESPPs, ISOs & NSOs—in plain English.

Jul 21 • Brian Salcetti, AIF®, CIMA®

Welcome to Smarter with Money

Same mission. New name. Bigger vision.

Jul 17 • Brian Salcetti, AIF®, CIMA®

June 2026

Where Did All My Money Go?

A simple framework to give every dollar a purpose.

Jun 23 • Brian Salcetti, AIF®, CIMA®

What History Says About Mega IPOs

When excitement meets reality.

Jun 11 • Brian Salcetti, AIF®, CIMA®

529 Plans Aren't Just for College Anymore

New rules have expanded what these accounts can pay for.

Jun 9 • Brian Salcetti, AIF®, CIMA®

The American Dream Is Getting More Expensive

65% of Americans Can't Afford a New Home

Jun 3 • Brian Salcetti, AIF®, CIMA®

The Best Part Of This Bull Market May Still Be Ahead

Tom Lee's roadmap for the market through 2027.

Jun 1 • Brian Salcetti, AIF®, CIMA®

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