Our educational personal finance blog features syndicated articles from the flat fee financial advisors in our directory. They are republished here with permission.
January 7, 2026
What is a Roth Conversion (and How Do I Use It)?
A Roth conversion can be a powerful tool in your financial planning toolkit. But like most financial strategies, it's not right for everyone, and the timing matters considerably.
December 29, 2025
How to Use the "Rule of 55" for Early Retirement
Most people believe their retirement accounts are completely off-limits until age 59½. But there are several ways to access your retirement funds earlier, including something called the Rule of 55.
December 16, 2025
How Donating Appreciated Stock to Charity Can Save You Thousands in Taxes
If you're charitably inclined and have investments in a taxable brokerage account, you might be leaving significant tax savings on the table. Most people automatically reach for their checkbook or credit card when making charitable donations, but there's a more tax-efficient strategy that could save you thousands of dollars over time.
December 12, 2025
The Hidden Tax Drag on Your RSUs and ESPP And How Direct Indexing Could Help Fix It
Offset RSU & ESPP short-term gains. Learn how direct indexing + tax-loss harvesting helps tech professionals reduce tax friction & potentially improve returns.
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.