Blog

Our educational personal finance blog features syndicated articles from the flat fee financial advisors in our directory. They are republished here with permission.
Image for Wealth is more than valuable possessions & money

March 20, 2025

Wealth is more than valuable possessions & money

Wealth… what a beautiful word, don’t you agree? It rolls off the tongue and gives us a sense of satisfaction as it’s heavily associated with happiness (think, Scrooge McDuck taking a swim amongst his gold coins).

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Image for How to Hire a Financial Advisor

February 18, 2025

How to Hire a Financial Advisor

The financial advisor hiring process is not easy, but it can be much easier than it’s made out to be. You do not need to fill out a convoluted sales funnel form on a, “SmartApp,” to be paired with a, “fiduciary,” advisor. And what does fiduciary even mean anyway? Spoiler alert: it’s both more & less than the marketing pieces from big advisory firms want you to think it is.

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