Our educational personal finance blog features syndicated articles from the flat fee financial advisors in our directory. They are republished here with permission.
December 9, 2025
Should I Use My HELOC as an Emergency Fund?
Using a HELOC as an emergency fund isn't always inherently wrong, but it's also not the straightforward optimization it might appear to be on the surface.
December 4, 2025
2025 Year-End Tax Planning Checklist for Tech Professionals
Essential 2025 tax planning steps for tech professionals to cut taxes, optimize investments, and make year-end financial decisions with confidence.
December 2, 2025
Is My Financial Advisor a Fiduciary?
Asking “Are you a fiduciary?” isn’t enough. Learn how to check pay structures, review Form ADV, and confirm your advisor truly puts your interests first.
November 25, 2025
3 Ways to Invest in Crypto (and My Preferred Method)
Cryptocurrency has moved from the fringes of finance to a mainstream investment option. If you're considering adding crypto to your portfolio, you have several ways to gain exposure.
November 19, 2025
The Silent Wealth Killer: How Inflation and Taxes Team Up Against Your Retirement Income
Learn how inflation and taxes can silently erode your retirement income—and what you can do to protect your purchasing power. Discover Roth conversion, withdrawal timing, and tax-efficient strategies from Arizona’s flat-fee fiduciary advisor.
November 14, 2025
Debunking the Most Common Personal Finance Lies on TikTok
Scroll through TikTok (or YouTube and similar platforms) for five minutes, and you'll find no shortage of confident voices promising to unlock the secrets of wealth building. Some claim you can retire by 30 with one simple trick. Others insist traditional financial advice is a scam designed to keep you poor. Let's examine some of the most popular and prevalent personal finance "tips" on social media that are actually myths or at best, misleading.