FinancialFamilies

03/05/2026

11/25/2025

https://www.flatfeeadvisors.us/blog/tax-diversification-and-liquidity/

04/21/2022

Financial planners think about their clients nonstop. Have a look behind the curtain for an example of what we’re constantly scheming. Be sure to take your lucky charm…

Retirement is not something you have to pray for luck about.

04/19/2022

Talking about money with your spouse isn’t fun, but regular financial checkins are essential to longterm family plans.

These should be important conversations that will be helpful in the long run.

04/14/2022

Becoming a parent for the first time can be stressful for more reasons than one. Here are some steps new parents can take to assuage their financial concerns.

Expecting a baby? It's important to start thinking about both the short-term and long-term costs of raising a child, say financial advisors.

04/13/2022

White House officials are considering extending the student loan moratorium once again through the end of August. This article provides more context on what you can expect. Reach out to us today with any questions regarding this or any other personal finance concerns.

Officials are considering an extension through the end of August.

04/12/2022

A new study uncovers how employers can best attract and retain workers as labor shortages continue into 2022.

04/08/2022

Are you saving enough for retirement? Here’s how much you should be contributing from each paycheck to optimize your life savings.

How much to contribute to a 401(k) retirement account depends on an investor’s individual goals, employer match, other retirement contributions but the max is $20,500 annually as of 2022

04/07/2022

Learn more about using a Roth IRA as an estate planning tool.

A Roth IRA does not have to be used as just a retirement plan; it can also be a way to transfer assets tax-free to the next generation.

04/07/2022

Thinking about investing but haven’t yet taken the plunge? This guide to investing for beginners is for you.

A Beginners Guide to Investing. Learn how investing works, if and when to get started, how much money you need, and how to begin with this step-by-step, first-time investor guide.