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 How to Break Up With Your Financial Advisor (Without the Awkwardness)

May 20, 2026

How to Break Up With Your Financial Advisor (Without the Awkwardness)

If you would like to stop working with your current financial advisor, here is what you need to know.

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May 15, 2026

So You're Late Filing Your Taxes. Now What?

April 15th has come and gone, and your tax return is still not filed. You're not alone. Millions of Americans miss the tax filing deadline every year, and while it's not ideal, it's also not the end of the world. What matters now is what you do next.

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Image for Filing a Tax Extension Is Not a Big Deal (Here's Why It Might Actually Help You)

May 6, 2026

Filing a Tax Extension Is Not a Big Deal (Here's Why It Might Actually Help You)

If you have ever hesitated to file an extension because you were worried it might trigger an audit or signal some kind of red flag to the IRS, you can let that fear go. The reality is quite different from what most people assume.

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May 1, 2026

How to Avoid the RSU Underwithholding Trap and Lower Your Taxes

Learn why RSUs and bonuses cause surprise tax bills. Discover strategies to avoid underpayment penalties and reduce taxes on equity compensation.

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Image for Unlocking Tax Savings: Section 179 Expensing and Bonus Depreciation for Business Owners

April 29, 2026

Unlocking Tax Savings: Section 179 Expensing and Bonus Depreciation for Business Owners

As a business owner, you’re always looking for ways to maximize your bottom line and minimize your tax liability. One of the most powerful—but often overlooked—tax strategies available is the combination of Section 179 expensing and bonus depreciation.

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April 23, 2026

Why the Financial News Cycle Is Working Against You

Daily financial news is designed to keep you watching, not to help you invest better. Here's how long-term investors can manage the noise and protect their portfolios from emotional decision-making.

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