The Real Return of Working with the Right Advisor

The Real Return of Working with the Right Advisor

The Real Return of Working with the Right AdvisorHeath Harris
Published on: 05/08/2025

Vanguard estimates skilled advisors can add 3%+ in returns per year. Discover what Advisor's Alpha really means—and how Compound Advisory helps clients build, preserve, and compound wealth with a smarter strategy.

RetirementEstate Planning Tax Planning
How His Old Advisor’s Oversight Cost My Client $1.7 Million

How His Old Advisor’s Oversight Cost My Client $1.7 Million

How His Old Advisor’s Oversight Cost My Client $1.7 Million
Heath Harris
Published on: 28/07/2025

New Blog Featured in Yahoo Finance: One business owner paid nearly $3 million in taxes after selling his company — even though he had a financial advisor. With proper planning, we could’ve saved him $1.7 million. Learn how to avoid the same mistake. Description

RetirementEstate Planning Tax Planning
The Forgotten 401(k): Why Inaction Is Costing You Real Money

The Forgotten 401(k): Why Inaction Is Costing You Real Money

The Forgotten 401(k): Why Inaction Is Costing You Real MoneyHeath Harris
Published on: 28/07/2025

Leaving your old 401(k) behind could be one of the most expensive mistakes you make. Learn why—and how to fix it with a free 15-minute review.

Retirement
The $50 Million Exit You’ve Never Heard About

The $50 Million Exit You’ve Never Heard About

The $50 Million Exit You’ve Never Heard AboutHeath Harris
Published on: 22/07/2025

Discover how a business owner sold a $50 million company using a tax-efficient ESOP strategy under IRC Section 1042 and potentially saved over $10 million in taxes.

Retirementlegacy planningEstate Planning Tax Planning