Our educational personal finance blog features syndicated articles from the flat fee financial advisors in our directory. They are republished here with permission.
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.
September 5, 2025
How to Find Unclaimed Money – A Step‑by‑Step Guide to Reclaim What’s Yours
Discover how to find and claim unclaimed money that may belong to you. Learn the steps to search state and federal databases for forgotten funds like old bank accounts, checks, and insurance payouts.
September 1, 2025
Should You Invest in International Stocks?
It’s easy to be attracted to U.S. stocks, especially after a long period of great performance. However, when we step back and look at the bigger picture, the case for international diversification becomes clearer and more compelling.
August 28, 2025
How Decluttering Your Finances Can Improve Your Life
Feeling overwhelmed by your financial life? Learn how decluttering your finances can reduce stress, improve cash flow, and help you align your money with your values.