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
Should I Form an LLC for My Business Activity?
The Limited Liability Company, or “LLC” is a very common type of business structure, and for good reason. It tends to be convenient and easy to establish and comes with some benefits to the owner. So how do you decide if you should form an LLC?
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.