Our educational personal finance blog features syndicated articles from the flat fee financial advisors in our directory. They are republished here with permission.
July 17, 2025
Original Medicare vs. Medicare Advantage Plans Explained
As you approach age 65, one of the most important—and often confusing—financial decisions you face is how to structure your Medicare coverage. Understanding the differences between Original Medicare and Medicare Advantage plans is essential for making an informed decision that aligns with your healthcare needs, financial situation, and lifestyle.
July 10, 2025
How to Pick a Health Insurance Plan – Questions to Help You Choose
Navigating health insurance can feel overwhelming. With so many plans available (and only a limited window during open enrollment to make changes) it’s important to choose a plan that aligns with your needs, preferences, and financial situation.
July 3, 2025
Early retirement is supposed to feel like freedom. But for many, it quickly becomes a high-stakes numbers game. And many are not prepared to roll with the punches.
June 27, 2025
What Is an S-Corp and How Do You Set One Up?
S-corps can offer significant tax advantages, but they also come with rules, responsibilities, and deadlines you need to understand.
June 19, 2025
Home Equity Loan vs. HELOC – What’s the Difference and Which One Is Right for You?
Tapping into your home’s equity can be a helpful way to access funds for major expenses. However, choosing between a home equity loan and a home equity line of credit (HELOC) can be confusing.
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?