Blog Posts Filed Under financial-advisor
Is a Flat Fee Financial Tax Advisor Right for Your Strategy?
By Beth Stringer
For $250K+ earners, financial tax advisor fee structures directly impact tax outcomes. Learn how AUM fees can conflict with Roth conversions, asset location, and charitable giving. See how flat fee advisors avoid these conflicts, what to ask your advisor, and how $10K–$50K in annual tax savings may be possible.
Fee-Only vs Flat Fee Advisors: The $660K Truth Exposed
By Beth Stringer
Think all fee-only advisors charge the same? This costly mistake could drain $660K from your wealth over 20 years. We reveal the three hidden fee structures within 'fee-only' advising and show exactly why flat fee advisors save high earners hundreds of thousands, without sacrificing service quality. See the math before your next advisor meeting.
Hiring a Financial Advisor in 2026
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.
SECURE Act 2.0: Ongoing Implementation Updates
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.