Our educational personal finance blog features syndicated articles from the flat fee financial advisors in our directory. They are republished here with permission.
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.
September 19, 2025
Does Dividend Investing Live Up to the Hype?
Let’s unpack where dividends come from, why investors are drawn to them, and how to think more strategically about total return and diversification.
September 18, 2025
Should I Invest in Physical Gold to Hedge Against Disaster?
Gold has often been viewed as a store of value and a hedge against inflation or economic crisis. But when it comes to true disaster preparedness (natural disasters, infrastructure breakdowns, or system-wide economic failure) is gold the right asset to hold?
September 15, 2025
How the Mega Backdoor Roth 401(k) Eliminates Tax Drag on Retirement Savings
Learn how the Mega Backdoor Roth 401(k) strategy helps high earners save thousands more for retirement in a tax-free account beyond normal limits.