Our educational personal finance blog features syndicated articles from the flat fee financial advisors in our directory. They are republished here with permission.
April 15, 2026
How Do I Set Up a Retirement or Investment Account for My (Minor) Child?
If you have kids, you have probably thought about how to give them a financial head start. The good news is that there are several solid options available to you. The less good news is that they each come with trade-offs, and picking the right one depends on your goals, your child's situation, and how much control you want to maintain over the money.
April 8, 2026
Should You Buy the Dip? What This Strategy Really Costs You
Thinking about buying the dip in the stock market? Learn what this popular strategy actually costs you and why dollar cost averaging is usually the smarter move.
April 3, 2026
The Retirement Bridge: Navigating the Shift from Wealth Creation to Preservation
Learn the bridge strategy for moving from wealth creation to preservation in 2026. Discover how portfolio rebalancing protects against asset drift and market risk.
March 26, 2026
Why the "Hard-Stop" Retirement is Losing Its Appeal (And How to Design Your Flex Retirement)
The flex retirement isn't a fallback plan. For the right person, it's a genuinely better way to exit a career, one that preserves financial flexibility, maintains a sense of purpose, and allows for a much more gradual adjustment to a new chapter.
March 20, 2026
The Money Date – A Simple Checklist for Couples Who Want to Get on the Same Page Financially
Managing money as a couple is one of the most important things you can do for your relationship and your financial future. Yet most couples rarely sit down together to actually talk about it in a structured way. That's where the money date comes in.
March 17, 2026
When to Make the Switch to S-Corp?
For many business owners, the decision to elect S corporation (S-corp) status versus remaining a disregarded entity (such as a single-member LLC taxed as a sole proprietorship) is a pivotal one.