Rockstep2Wealth Insights May 2026 To someone hearing the phrase “Buy, Borrow, Die” for the first time, it sounds almost shocking or secretive — like a hidden rulebook the wealthy use to avoid taxes while continuing to get richer. The phrase has a blunt, provocative tone because it reduces a very sophisticated wealth strategy into three cold, simple words: buy assets, borrow against them, and die before selling them. In reality, the phrase describes a long-term wealth preserva

Rockstep2Wealth Insights May 2026 My first job out of college paid $32,000 a year. I remember being ecstatic. I bought a car. I moved into a nice upscale high-rise apartment with a college buddy who had also just landed his first job and was equally excited about his sudden windfall of $36,000 a year. At the time, it felt like we had made it. Our jobs were extremely boring, but the prospect of someday making six figures if we continued to work hard kept us motivated. This w

Rockstep2Wealth Insights May 2026 Most people say they want to pay less in taxes. But very few people actually want to do the things required to create meaningful tax savings. Many high-income professionals approach taxes reactively. They work hard, generate income, send documents to their CPA near filing season, and hope there are deductions available at the end of the year. Unfortunately, by that point, many of the most valuable planning opportunities may already be gone. E