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The Free Financial Advisor

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  • Bond Funds Still Confuse Investors Who Thought Fixed Income Was Supposed to Feel Safe

    Bond Funds Still Confuse Investors Who Thought Fixed Income Was Supposed to Feel Safe
  • Does A Young Person Really Need Life Insurance?

    Does A Young Person Really Need Life Insurance?
  • Your Employer Picks the Investments in Your 401(k) — What Happens When Workers Say They’re Bad Choices?

    Your Employer Picks the Investments in Your 401(k) — What Happens When Workers Say They’re Bad Choices?
  • Here’s What Changes When You Become a Preferred Customer At Your Bank

    Here’s What Changes When You Become a Preferred Customer At Your Bank
  • You’re Still Paying for Last Month’s Groceries — Is Buy Now, Pay Later Helping or Hurting?

    You’re Still Paying for Last Month’s Groceries — Is Buy Now, Pay Later Helping or Hurting?
Bond Funds Still Confuse Investors Who Thought Fixed Income Was Supposed to Feel Safe

Bond Funds Still Confuse Investors Who Thought Fixed Income Was Supposed to Feel Safe

October 5, 2026 By Brandon Marcus Leave a Comment

Bond funds occupy an uncomfortable and awkward corner of investing. They carry the reassuring phrase “fixed income,” often pay regular distributions, and can sit inside portfolios designed to reduce … [Read More...]

Does A Young Person Really Need Life Insurance?

Does A Young Person Really Need Life Insurance?

October 5, 2026 By Brandon Marcus Leave a Comment

A young person does not automatically need life insurance. If nobody relies on that person's income and no one would face a serious financial burden after their death, buying a policy may solve a … [Read More...]

Your Employer Picks the Investments in Your 401(k) — What Happens When Workers Say They’re Bad Choices?

Your Employer Picks the Investments in Your 401(k) — What Happens When Workers Say They’re Bad Choices?

October 5, 2026 By Brandon Marcus Leave a Comment

Your employer usually does not decide where every dollar in your 401(k) goes. Instead, the company or its retirement-plan committee generally chooses the investment menu, while workers choose from … [Read More...]

Here's What Changes When You Become a Preferred Customer At Your Bank

Here’s What Changes When You Become a Preferred Customer At Your Bank

October 5, 2026 By Brandon Marcus Leave a Comment

Becoming a preferred customer at a bank can change far more than the name printed on your account screen. Depending on the bank and the program, customers with larger balances or deeper relationships … [Read More...]

You’re Still Paying for Last Month’s Groceries — Is Buy Now, Pay Later Helping or Hurting?

You’re Still Paying for Last Month’s Groceries — Is Buy Now, Pay Later Helping or Hurting?

Buy Now, Pay Later can make a $160 grocery bill look much friendlier at checkout. Instead of handing … [Read More...]

Federal Scholarship Tax Credit

New $1,700 Federal Scholarship Tax Credit Starts in 2027 — IRS Proposes Rules for Who Can Claim It

A new federal tax credit could be worth up to $1,700 for taxpayers who donate to qualifying … [Read More...]

2027 tax filing season

IRS Wraps Up 2026 Tax Forums — Here’s What Tax Pros Were Told About the 2027 Filing Season

Nearly 13,000 tax professionals attended IRS events across five U.S. cities this year, getting an … [Read More...]

10 Dividend Stocks That Could Put Money In Your Pocket All Year

10 Dividend Stocks That Could Put Money In Your Pocket All Year

Dividend stocks can turn owning a piece of a company into something more tangible: cash arriving in … [Read More...]

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The Free Financial Advisor is not an investment advisor and the comments posted herein are opinions of the authors. While they have been professionals at one time, since the authors are not currently registered investment advisors or brokers, their opinions should be considered those of amateurs.

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