Our educational personal finance blog features syndicated articles from the flat fee financial advisors in our directory. They are republished here with permission.
May 16, 2025
Thinking about buying a duplex? Learn the pros and cons, from financing and maintenance to tenant management and resale value, to decide if it's the right investment for you.
May 6, 2025
Medicare Enrollment 101 – A Guide to Help You Sign Up for Medicare
We’ll review the basic parts of Medicare, enrollment deadlines, how to enroll, and some common costs you can expect.
May 1, 2025
WATER, Not FIRE: Retirement Reimagined
Here’s what I’ve noticed after a decade advising high-achieving professionals: FIRE wasn’t built for you.
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.