Free State in the Media

Tips on Budgeting & Saving (April 2025)

• The Cost of Living in the DC Area: The Pain and the Gains you can make
• Video

Money Market Restrictions (March 2025)

• Fidelity & Schwab Block Money-Market ETFs of Rivals

Fee Structures for Advisors (March 2025)

• More than 75% of Advisors Will Work off Fees by Next Year

Stories of Successful Savers (Print April 2025)

In a similar vein, John Bell, a CFP in Highland, Md., says, “I like to call a lot of my clients ‘accidental multi-millionaires.’ The common thread is that they have lived within their means and saved via workplace retirement plans. They invested regularly and didn’t trade too often.  Then, ta-da! They show up at my door in their mid-fifties and have $2 million to $3 million in wealth.” 

Flourish Cash (March 2025)

• Flourish Deal Will Give RIAs Tools to Compete with Banks on Lending

Passive vs. Active ETFs (March 2025)

• The 10 Best & Worst Performing Passive ETFs of the Past 3 Years

How Advisors are Helping Federal Employees (March 2025)

• Coping with Brutal Efficiency, How Advisors are Helping Federal Employees
• A checklist for advisors assisting federal employees