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Insights to Empower Your Financial Journey

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

Our Blogs

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What the NFL Draft Can Teach You About Investing

What the draft teach you about investing

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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.

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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.

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New Year, New Contribution Limits!

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

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Maximizing Your Health Savings Account (HSA)

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

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Reuniting Missing 401(k) Participants with Their Retirement Savings

At its core, tracking down missing 401(k) participants isn’t just about checking boxes or avoiding penalties. It's about stewardship

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Transparent Planning for Your Future

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

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