Our educational personal finance blog features syndicated articles from the flat fee financial advisors in our directory. They are republished here with permission.
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.
April 20, 2026
Unlocking the Backdoor Roth: Facts, Myths, and Best Practices for 2026
The “backdoor Roth IRA” strategy has become a popular tool for high-income earners seeking to benefit from the tax-free growth and withdrawals of a Roth IRA, despite being ineligible for direct Roth contributions due to income limits. However, this strategy is often misunderstood, and missteps can lead to unexpected taxes and penalties.
April 17, 2026
What Is a Trump Account? A Parent's Guide to the New Savings Vehicle for Kids
If you have a child or grandchild born in 2025, 2026, 2027, or 2028, there is a new savings tool worth knowing about. Trump accounts, created under the One Big Beautiful Bill and governed by new Internal Revenue Code Section 530A, are tax-advantaged accounts designed to give children a financial head start before they reach adulthood. Here is what you need to know.
April 15, 2026
How Do I Set Up a Retirement or Investment Account for My (Minor) Child?
If you have kids, you have probably thought about how to give them a financial head start. The good news is that there are several solid options available to you. The less good news is that they each come with trade-offs, and picking the right one depends on your goals, your child's situation, and how much control you want to maintain over the money.
April 8, 2026
Should You Buy the Dip? What This Strategy Really Costs You
Thinking about buying the dip in the stock market? Learn what this popular strategy actually costs you and why dollar cost averaging is usually the smarter move.
April 3, 2026
The Retirement Bridge: Navigating the Shift from Wealth Creation to Preservation
Learn the bridge strategy for moving from wealth creation to preservation in 2026. Discover how portfolio rebalancing protects against asset drift and market risk.