Our educational personal finance blog features syndicated articles from the flat fee financial advisors in our directory. They are republished here with permission.
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.
December 2, 2025
Is My Financial Advisor a Fiduciary?
Asking “Are you a fiduciary?” isn’t enough. Learn how to check pay structures, review Form ADV, and confirm your advisor truly puts your interests first.
November 25, 2025
3 Ways to Invest in Crypto (and My Preferred Method)
Cryptocurrency has moved from the fringes of finance to a mainstream investment option. If you're considering adding crypto to your portfolio, you have several ways to gain exposure.