Family Office Articles

Retirement Income Security

May 29, 2025

Discover the top 5 threats to retirement income—and how Time Optimized Planning™ helps retirees adapt, protect wealth, and plan with confidence in uncertain times.

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Tax documents, receipts, a smartphone calculator, and reading glasses on a wooden desk symbolize year-end tax planning and financial strategy.

Come Back, Tax Season

April 29, 2025

Tax season is over—but the smartest planning starts now. Learn how Financial Gravity’s family office model creates lasting tax advantages and secures your legacy.

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A cargo ship battles rough seas—symbolizing Financial Gravity’s commitment to guiding Family Office Directors through investment volatility.

Defining Real Risk

April 8, 2025

Financial Gravity’s Real Risk Meter helps Family Office Directors define risk with precision—essential for guiding clients through volatile markets.

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Smiling older couple reviewing financial documents at home, confident in their tax planning with Financial Gravity.

Fiscal Fitness

March 27, 2025

Learn how Financial Gravity Family Office Directors achieve tax-efficient financial wellness with strategies that protect, grow, and preserve wealth.

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Senior couple celebrating financial success while working on tax planning with a laptop, calculator, and documents in a well-lit home office.

The Future of Taxes

March 13, 2025

Discover how AI, digital tools, and tax reforms in 2025 are revolutionizing tax filing, planning, and compliance for individuals and businesses.

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A burlap sack with a dollar sign and an hourglass sit on opposite ends of a wooden balance, symbolizing the tradeoff between money and time in investment decisions.

The Weighing Machine

February 27, 2025

AI promises innovation, but at what cost? Explore 10 investment risks in AI, from market hype to high costs, regulation, and job disruption.

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An older couple dancing together in their kitchen, reflecting joy, serenity, and the confidence that comes from long-term financial planning.

The Time Machine

February 13, 2025

Learn how Roth IRAs can be a powerful tool for tax-free wealth growth and legacy planning, inspired by Peter Thiel’s investment strategies.

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Bill Perlette
(951) 240-5747
28991 Old Town Front St., Temecula CA 92590

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