Our educational personal finance blog features syndicated articles from the flat fee financial advisors in our directory. They are republished here with permission.
April 21, 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
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.
April 12, 2025
Entrepreneurship: Balancing Business Growth and Personal Finances – A Tightrope Walk
Let's discuss the delicate balance between fueling business growth and maintaining personal financial health, exploring strategies that can help entrepreneurs find balance.
April 9, 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 2, 2025
How To Diversify An Equity Portfolio
"Help! I need to diversify my equity exposure!" Fortunately, we have lots of data and research to show which asset classes are helpful in adding diversification to a stock portfolio. Here are a few asset classes you may want to look into, and two that are wrongfully assumed to add diversification.