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Financial Planning

AUM vs. Flat-Fee Financial Planning: Which is Right for Your Childfree “Die With Zero” Goals?

By Childfree Wealth® team | Oct 16, 2025

Living a life full of experiences, rather than focusing on inheritance, requires a fresh approach to financial planning. This article explores the difference between AUM and flat-fee advisors, and explains why flat-fee planning aligns better with this approach, also known as the “Die With Zero” philosophy.

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Childfree Wealth®: A Financial Game-Changer for Those Without Kids

By Jay Zigmont | Oct 1, 2025

At Childfree Wealth®, we’re dedicated to helping individuals without children achieve their unique financial goals. As a fee-only fiduciary firm, we put your interests first, offering everything from self-directed programs to personalized concierge support tailored to your life and ambitions. Learn more about us.

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Feeling Overwhelmed by Your Finances? Here’s Where to Start

By Jay Zigmont | Oct 1, 2025

Feeling overwhelmed by your finances? This article is your starting point, offering actionable advice on tackling budgeting and debt, and building a financial plan that's unique to you.

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What is the Monte Carlo Simulation and How Can It Help Your Financial Planning?

By Jay Zigmont | Sep 19, 2025

Discover how the Monte Carlo simulation, a powerful financial tool, helps you predict your financial future by factoring in uncertainty and risk, allowing you to plan for a variety of scenarios.

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How Being Childfree Impacts Your Finances (And What You Can Do About It)

By Jay Zigmont | Sep 19, 2025

Choosing to be Childfree impacts your finances in unique ways. This article explores how traditional financial advice doesn't always apply and what this means for your goals like retiring early or leaving a legacy.

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Debt-Free Living: Your Roadmap to Breaking Free from the Chains of Debt

By Jay Zigmont | Sep 5, 2025

Debt can feel like a constant weight, but being Childfree might give you an edge in tackling it. From credit cards and student loans to payday loans, carrying balances steals from your future. By setting clear payoff goals and using strategies like the debt snowball or avalanche method, you can take control, eliminate high-interest debt, and unlock financial freedom—so your money works for you, not against you.

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Boost Your Credit Score: Simple Steps to Improve Your Financial Health

By Jay Zigmont | Sep 5, 2025

Your credit score matters more than you might think—it affects loans, interest rates, insurance, and even job opportunities. But improving it doesn’t have to be complicated. From checking your credit report and setting up auto pay to avoiding common pitfalls, these practical tips can help you take control of your score and protect your financial future.

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Skipping the Wedding? How Unmarried Couples Can Build Financial Security

By Jay Zigmont | Sep 5, 2025

Not married but committed? Managing finances as an unmarried couple comes with unique challenges and opportunities. From joint expenses to homeownership, open communication and the right legal and financial guidance can help you build a secure future together.

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Married Money Matters: How to Plan Your Finances Together

By Jay Zigmont | Sep 5, 2025

Marriage changes more than just your relationship—it changes your money too. From taxes to shared expenses, open communication and teamwork are key to building a strong financial future together.

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ETFs vs. Mutual Funds: Simplifying Your Investment Choices

By Jay Zigmont | Sep 5, 2025

ETFs and mutual funds both make it easy to invest in a diversified portfolio, but they work differently. Mutual funds are managed professionally and ideal for hands-off investing, while ETFs trade like stocks and often have lower fees. Learn how these options work, find the one that fits your goals, and see how a CERTIFIED FINANCIAL PLANNER™ can help you invest smarter and more confidently.

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