Our educational personal finance blog features syndicated articles from the flat fee financial advisors in our directory. They are republished here with permission.
August 14, 2025
One decision turned a tax-free windfall into a crushing tax bill. Don’t let it happen to you.
July 28, 2025
Gift taxes are one of the most misunderstood areas of the U.S. tax code.
July 22, 2025
The Unwanted Truth About Employee Stock Options: Most People Get Burned
Stock options can be a financial windfall or a complete disaster. And most people have no idea which way it’ll go until it’s too late.
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.