Our educational personal finance blog features syndicated articles from the flat fee financial advisors in our directory. They are republished here with permission.
April 18, 2025
WATER, Not FIRE: Retirement Reimagined
Here’s what I’ve noticed after a decade advising high-achieving professionals: FIRE wasn’t built for you.
April 18, 2025
Investments are just like tools, we want to make sure that we are using an appropriate tool for the right procedure because if we don’t, we can create more harm to ourselves than the potential benefit we were hoping for.
April 16, 2025
The #1 ESPP mistake that quietly drains your wealth
If your ESPP feels like free money, read this first. Too many people lose their ESPP gains because they don’t have a selling plan. Here’s how to make sure that doesn’t happen to you.
April 12, 2025
Unlocking the Power of Tax-Smart Charitable Giving: 5 Strategies to Maximize Your Impact
When it comes to giving money away, there is typically a strategy that can help you increase your impact without requiring you to give any more than you intended. The following strategies can stretch your dollars beyond simply transferring cash from your bank to the charity's bank.
April 12, 2025
Wealth is more than valuable possessions & money
Wealth… what a beautiful word, don’t you agree? It rolls off the tongue and gives us a sense of satisfaction as it’s heavily associated with happiness (think, Scrooge McDuck taking a swim amongst his gold coins).
April 12, 2025
Reverse Budgeting: A strategy to spend more, without guilt
See below for a step by step process on how to implement, so you can embrace impulse purchases that otherwise bring you joy.