Our educational personal finance blog features syndicated articles from the flat fee financial advisors in our directory. They are republished here with permission.
July 3, 2025
Early retirement is supposed to feel like freedom. But for many, it quickly becomes a high-stakes numbers game. And many are not prepared to roll with the punches.
June 27, 2025
What Is an S-Corp and How Do You Set One Up?
S-corps can offer significant tax advantages, but they also come with rules, responsibilities, and deadlines you need to understand.
June 19, 2025
Home Equity Loan vs. HELOC – What’s the Difference and Which One Is Right for You?
Tapping into your home’s equity can be a helpful way to access funds for major expenses. However, choosing between a home equity loan and a home equity line of credit (HELOC) can be confusing.
June 11, 2025
Should I sell or hold my RSUs upon vest? Here’s the data.
If you’re lucky enough to work at a public company and have RSUs, you have a decision to make every month/quarter upon vest: Should you (1) sell your vested RSUs, or (2) keep them?
June 4, 2025
5 Reasons To Avoid a Cost Segregation Study
Cost segregation can be a powerful tax strategy for real estate investors, but it's not always the right move for every property owner. Below, we’ll discuss what a cost segregation study is and key variables to consider that may make it unwise.
June 3, 2025
How high earners use lesser-known employer compensation plans to build wealth and cut taxes.