tax planning

“Cheap” Advice Could Be Costing You More Than You Think

Heath Harris

Published on: 14/04/2025

Cheap advice from robo-advisors could cost you more than you think. Learn why real planning matters for wealth builders and retirees—and how working with a fiduciary like Compound Advisory can add real value where it counts.

Financial PlanningInvesting tax planningRetirement

You’re Paying More in Taxes Than You Think

Heath Harris

Published on: 03/04/2025

Taxes are likely your biggest expense — and chances are, you're overpaying. Learn how one client lost $280K by skipping tax strategy and discover smart, proactive moves that can save you thousands.

tax planning