Why Most Advisors Are Giving Couples Bad Advice in 2026
Most high-earning couples aren’t getting “bad” advice because their finances are too complex—it’s because different advisors handle taxes, investments, and income decisions in isolation, so nothing is coordinated into a single household plan. The result is timing mistakes (bonuses/RSUs), surprises from variable income being taxed together, and a slow accumulation of small errors that costs money, time, and stress.