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