Our educational personal finance blog features syndicated articles from the flat fee financial advisors in our directory. They are republished here with permission.
May 27, 2025
He Lost $320K Holding “Just a Bit Longer”
He waited and didn’t act. His tech stock tanked and he told himself it would bounce back. It didn’t.
May 20, 2025
The Tax Mistakes That Turn Employee Stock Options Into a Financial Nightmare
Some people use stock options to build wealth. Others end up with surprise tax bills they could’ve avoided. The difference? Knowing this before you exercise.
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.