top of page
13.png

Insights to Empower Your Financial Journey

Explore expert advice, practical tips, and the latest trends in flat-fee financial planning.

Our Blogs

photo
Buying an Index Fund Isn’t as "Passive" as You Think

If you think index investing means you’ve opted out of all the decision-making... think again.

photo
Maximizing Your Health Savings Account (HSA)

An HSA is more than just a medical expense fund—it’s a strategic wealth-building tool.

photo
What the NFL Draft Can Teach You About Investing

What the draft teach you about investing

photo
Sooner or Later? When to Start Taking Social Security

It’s crucial to evaluate both the advantages and the potential drawbacks to determine what’s best for your unique situation.

photo
Who's Really Paying for Your 401(k)? Why It Shouldn't Be Your Employees.

Many 401(k) plans pass fees on to employees. Here's why you should consider bucking the trend.

photo
New Year, New Contribution Limits!

Stay informed about the latest retirement contribution limits to maximize your savings and plan effectively for the future.

14.png

Transparent Planning for Your Future

Achieve your goals with personalized advice and a flat-fee approach—no hidden costs, no surprises.

bottom of page