Our educational personal finance blog features syndicated articles from the flat fee financial advisors in our directory. They are republished here with permission.
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.
May 27, 2025
Should I Form an LLC for My Business Activity?
The Limited Liability Company, or “LLC” is a very common type of business structure, and for good reason. It tends to be convenient and easy to establish and comes with some benefits to the owner. So how do you decide if you should form an LLC?
May 27, 2025
He Lost $320K Holding “Just a Bit Longer”
He waited and didn’t act. His tech stock tanked and he told himself it would bounce back. It didn’t.
May 20, 2025
The Tax Mistakes That Turn Employee Stock Options Into a Financial Nightmare
Some people use stock options to build wealth. Others end up with surprise tax bills they could’ve avoided. The difference? Knowing this before you exercise.