Our educational personal finance blog features syndicated articles from the flat fee financial advisors in our directory. They are republished here with permission.
October 14, 2025
Should I Invest in a Target Date Fund? Weighing the Pros and Cons
Target date funds are convenient, popular, and designed to do the hard work for you. But does that mean a target date fund is the best choice for your financial future?
October 6, 2025
Retirement Planning for High Net Worth Individuals
Retirement planning for high net worth individuals requires more than hitting a number—it demands personalized strategies to manage taxes, healthcare costs,
October 3, 2025
Homeownership: How "Too Much House" Slows Wealth Building
Discover how buying an expensive home can create a multi-million dollar wealth gap and delay retirement. Learn the true cost beyond the mortgage.
September 29, 2025
3 Ways to Generate Income from a Lump Sum of Money
If you've come into a lump sum of money, whether from a business sale, inheritance, settlement, or years of disciplined saving, you may be asking: "How can I turn this into reliable income?"
September 25, 2025
When Should I Get Life Insurance?
Life insurance can feel like one of those financial products that people think they’ll "get around to eventually." But waiting until later often means higher costs or even the possibility of not qualifying at all.
September 23, 2025
Is it smarter to invest a bonus all at once or spread it out?
Got a large bonus or RSU windfall? Learn whether you should invest it all at once (lump sum) or use dollar-cost averaging to manage risk.