Blog Posts Filed Under financial-advisor

  1. Hiring a Financial Advisor in 2026

    Beth Stringer

    By Beth Stringer

    Earning $250K+ and wondering if your advisor is worth it? This guide reveals why flat fee advisors can save $500K-$1M versus AUM models in our 20-year comparison, which credentials deliver value (CFP+CPA is gold), and the red flags signaling conflicts. Get the questions that help you evaluate advisor quality and fee transparency.

  2. SECURE Act 2.0: Ongoing Implementation Updates

    Beth Stringer

    By Beth Stringer

    SECURE Act 2.0 brings major retirement planning changes in 2025. Discover enhanced $11,250 catch-up contributions for ages 60-63, mandatory Roth catch-up rules starting 2026, and how the $145k income threshold affects your tax strategy. Essential guide for high earners maximizing retirement savings.