Blog Posts Filed Under tax-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. 2025 Tax Law Changes: What You Need to Know

    Beth Stringer

    By Beth Stringer

    2025 brings major tax changes for high earners ($250K+). The One Big Beautiful Bill made TCJA cuts permanent, raised standard deductions to $15,750/$31,500, increased estate exemptions to $15M/$30M in 2026, expanded SALT caps to $40K, and added new deductions for tips, seniors 65+, overtime & car loans. QBI deduction is now permanent with enhanced ranges starting 2026.