Our educational personal finance blog features syndicated articles from the flat fee financial advisors in our directory. They are republished here with permission.
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.
September 10, 2025
Can an HSA Be Used to Pay for Medicare Premiums?
What happens when you transition to Medicare? Can you still use your HSA? And more specifically, can you use it to pay for your Medicare premiums?
September 8, 2025
What Is a Backdoor Roth IRA? A Guide for High-Income Tech Professionals
High earners can’t contribute directly to a Roth IRA but a Backdoor Roth IRA may help. Learn how this powerful strategy works for tech professionals.