Blog Posts Filed Under tax-strategy-2026

  1. Year-End Financial Checklist for High Earners 2025

    Beth Stringer

    By Beth Stringer

    Save thousands in taxes before the calendar turns. This year-end financial checklist gives high earners ($250k+) specific strategies for retirement account optimization, charitable bunching, equity compensation review, and estate planning moves. Features current 2025 numbers, tax bracket tables, deadline reminders, and real-world examples. Stop leaving money on the table and execute these time-sensitive strategies before December 31st.