Our educational personal finance blog features syndicated articles from the flat fee financial advisors in our directory. They are republished here with permission.
February 23, 2026
UGMA and UTMA Accounts: What Parents Need to Know Before Opening One
If you're looking for ways to save and invest money for your child's future, you've probably come across UGMA and UTMA accounts. These custodial accounts have been around for decades and remain popular options for parents who want to build wealth for their kids. But popularity doesn't always equal the best choice for your situation.
February 17, 2026
SIPC Insurance: What It Is and How It Protects Your Brokerage Account
If you keep money in a bank, you're probably familiar with FDIC insurance. It's that guarantee that keeps your deposits safe up to $250,000 even if your bank fails. But what about the money and investments in your brokerage account? That's where SIPC insurance comes in.
February 13, 2026
Benefits of Working with a Flat Fee Financial Advisor: Transparent Financial Advising Methods
Discover the Benefits of Working with a Flat Fee Financial Advisor for transparent advice. Learn how a flat fee model enhances trust and clarity.
February 5, 2026
Why Filing Your Business Entity Report Matters (And What Happens If You Don't)
Don't let your business fall out of good standing over a simple administrative filing. The consequences are too significant and the prevention is too easy.
January 30, 2026
How Taxes Work in a Brokerage Account (and How to Manage Them)
If you’ve ever wondered how brokerage accounts are taxed, you’re not alone. It can be confusing, but understanding it can save you money and stress.
January 23, 2026
My Three Words for 2026 – Setting Intentions for the New Year
I love this exercise because it avoids the head trash that can result from the pass/fail nature of goal-setting. Don’t get me wrong, there is a time and place for setting goals. But for me, setting three words is much more effective when defining a theme for an entire year.