Advent Financial Institute

05/28/2026

Many business owners have heard about the QBI deduction but are not exactly sure how it works.

In simple terms, the Qualified Business Income deduction may allow eligible business owners to deduct up to 20% of qualified business income, potentially lowering taxable income significantly.

For higher income earners, the rules become much more complex. Income limits, wages, business type, and entity structure can all affect whether the deduction applies and how much may be available.

That is why proactive tax planning matters.

A coordinated strategy between your CPA, financial advisor, and legal team can help you identify opportunities and avoid costly mistakes.

This graphic shows a simplified hypothetical example for educational purposes only.

05/27/2026

A trust is only as effective as the people helping carry it out.

Many families think estate planning is just about signing documents. But the real value comes when your attorney, financial advisor, CPA, trustee, and family are all working together with a clear plan.

The trustee has an important responsibility. They help protect assets, follow your instructions, manage details, and carry out your wishes when your loved ones need guidance the most.

Good planning is not just about documents.

It is about creating clarity, coordination, and peace of mind for the people you care about.

05/26/2026

Many people hear the word “trust” and assume it is complicated.

It is actually much simpler than most people think.

A trust is just a way to protect what you have, avoid probate, keep your affairs private, and make things easier for the people you love.

Here is a simple breakdown of how it works.

05/25/2026

Most families do not realize that probate is a public process until it is too late.

Without a trust, your estate can become part of the public record through the courts. With the right plan, your family can avoid unnecessary delays, stress, and exposure.

A trust helps keep your affairs private and your legacy protected.

05/23/2026

05/22/2026

Do you pay for your own health insurance? We need to talk.

📲Text: 1 (360) 602-1468

05/20/2026

“Why hasn’t my financial advisor talked to me about a trust?”

It’s not in their tool belt.

Their focus is different.

They would rather refer it.

Do not assume that because it hasn’t come up in conversation that you’re good to go.

Advent coordinates it from A-Z.

Let’s talk.

TEXT 1 (360) 602-1468

05/19/2026

“I have time.”

That’s what you keep telling yourself.

Until you get the diagnosis. Unexpectedly.

Your family depends on you. Plan.

I get it. Drawing up legal documents isn’t on the summer bucket list.

Advent makes it easy. 60 minutes.

I have 3-slots for May.

Let’s crank it out together.

Text: 1 (360) 602-1468

05/18/2026

“The biggest problem we have as human beings is that we think we shouldn’t have any. Problems make you grow.” (Tony Robbins)

Financial problems are not fun to talk about. But they exist.

It doesn’t change for high-income earners. The problems get bigger.

Do not feel guilt for experiencing financial hardship. It is how you handle the problem that makes the difference.

05/16/2026

"Am I on track?"

That’s the question many are asking by the time they are 40 years old.

Saving money gets real, and often, very challenging with a family. Your kid need braces, one is going off to college soon, and it’s about time for a new vehicle, plus your daily coffee run. But then you keep asking yourself if you are on track for retirement when the kids are gone. 

Experts typically suggest having 3 to 4 times your current salary saved by age 45. Maybe for you, that’s a frightening number. But it doesn’t have to be. Small strategic adjustments over time makes big differences.

Who is keeping you on track?