Tax loss harvesting is a strategy uniquely suited to small business owners, especially those who are contemplating selling their business in the near future. While Tax Loss Harvesting is a s… Read More
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Wealthtender believes everyone deserves help with money matters from someone they can trust, no matter their income or stage of life. With hundreds of articles on a diverse range of personal finance topics, you'll gain useful insights from dozens of writers offering unique perspectives. And our directories and guides to the best finance blogs and podcasts will help you find the knowledge you need to enjoy life more with less money stress.
Find financial advisors in Boca Raton, Florida ready to help with your financial planning needs so you can enjoy life more with less money stress. Whether you have lived in Boca Raton for ye… Read More
Imagine feeling confident about your financial future, knowing you have enough saved for emergencies, and not being weighed down by debt. This is the essence of financial stability. Achievin… Read More
What happens if your financial advisor dies? Or quits, falls seriously ill, retires, or moves overseas… It’s your money. But it may be man… Read More
IRAs, or Individual Retirement Accounts (or Arrangements per the IRS), are a crucial part of retirement plans for many Americans. Depending on your income, you may be able to deduct your ann… Read More
Whether you have a pension or a 401(k), your retirement faces risks… Pensions, also known as “defined benefit†or â€&oelig… Read More
For most, the news is surprisingly good… If you’ve started thinking about what your retirement may look like, the news seems grim. According to the DQY… Read More
Are you stressed about money? Losing sleep? If so, you’re far from alone. According to a recent Bankrate survey, nearly half (47 percent) of Americans say money issues neg… Read More
Hiring family members can be a strategic move for business owners, offering a blend of personal and professional benefits. This approach can foster a deeper sense of trust and loyalty within… Read More
Find financial advisors in Wasilla, Alaska ready to help with your financial planning needs so you can enjoy life more with less money stress. Whether you have lived in Wasilla for years or… Read More
We’ve touched on this before. Personal finance can be different for women, due to a wide range of factors, which is why you may well need a specialist financial advisor. H… Read More
To find the best financial advisor for you, it’s important to ask the right questions. Learn what to ask before hiring a financial advisor. There are many reasons to consi… Read More
If this time of year is giving you back-to-school vibes, then maybe it’s time to enrol in an online course that will help you get your finances on track. Wherever you are… Read More
I know a little bit about Shiny Object Syndrome. My accountability group and I just refer to it as SOS. I fell victim to it for years, in my life, in my business and in my personal finance… Read More
Winning a snowboard or mountain bike competition can be an exhilarating experience. Not only do you gain recognition and possibly a coveted trophy, but you might also walk away with a valuab… Read More
Dentists have unique financial planning needs. Financial advisors specializing in serving dentists help them make smarter money moves to achieve their goals and enjoy a comfortable retiremen… Read More
Have you ever wondered why some people seem comfortable investing most (maybe all) of their savings in high-flying stocks while others cling to the safe but low returns offered by short-term… Read More
[Due to accelerating rates of industry change and hyper-competition, financial advisors have been driven to develop more innovative approaches in redefining and redrawing the parameters of w… Read More
Opportunities abound for individuals and families who have recently moved to the United States from a foreign country, but so do challenges that must be overcome. As first-generation Indian… Read More
The Chartered Advisor in Philanthropy (CAP) is a professional designation for financial advisors, attorneys, and other professionals who help clients with charitable giving and estate planni… Read More
Ask an Advisor: How can a person (or couple) in their 60s approach estate planning in a way that balances family needs with charitable giving? Many people dream of making a lasting impact, a… Read More
Do you work at Southern Company? Get the resources you need and expert insights from financial professionals who specialize in helping Southern Company employees make the most of their compe… Read More
If you’ve ever had an insurance claim denied, especially a medical claim, you’re not alone. Insurers Deny Claims Without Reviewing Medical Records and Worse In 2015, an Aetna med… Read More
Find financial advisors in Houston, Texas, ready to help with your financial planning needs so you can enjoy life more with less money stress. Whether you live inside the loop or prefer a qu… Read More
[Digital Vaults continue to rapidly evolve from a “nice-to-have” virtual equivalent of a safety deposit box for critical advisor and client-facing documents into a “must-ha… Read More
Ask an Advisor: I’m 78 and recently widowed. How can I adjust my financial plan to navigate this new phase of life? Losing a spouse is one of the most challenging experiences one can f… Read More
Find financial advisors specializing in serving Americans of Indian origin who are ready to help with your financial planning needs so you can enjoy life more with less money stress. As an A… Read More
The State of Creators 2024 Report is out, and perhaps unsurprisingly, only the top 4% of online creators are making $100,000 or more annually. But is this set to change? There’s a lot… Read More
Ask an Advisor: Should we consider setting up a 529 plan or other education savings for our young children’s future at 40? As parents in your 40s, you may be wondering if it’s th… Read More
Studies show that earning money makes you happier than inheriting it, which may seem like a no-brainer in some ways. Inheritance isn’t usually a happy event. It generally means someone… Read More
College tuition is expensive, but does is pay off over time? Let’s take a close look at the data. Tuition fees for top colleges are not getting any cheaper, and Gen Z have taken over t… Read More
Navigating the complexities of finance is second nature to accountants and CPAs (Certified Public Accountants), but when it comes to managing their own wealth, even the experts can benefit f… Read More
Get to know financial advisors specializing in serving men going through divorce who are ready to help with your financial planning needs so you can enjoy life more with less money stress. D… Read More
Find financial advisors in Far Hills, New Jersey ready to help with your financial planning needs so you can enjoy life more with less money stress. Whether you have lived in Far Hills for y… Read More
Find financial advisors in Bernards Township, New Jersey ready to help with your financial planning needs so you can enjoy life more with less money stress. Whether you have lived in Bernard… Read More
“ You only have two choices when it comes to caregiving: plan or panic…The lack of a plan can tear a caregiver’s life apart…This book will help families overcome ob… Read More
If you’re investing for your future self, this one’s for you… Knowing which way the herd is going is useful information. Because, sometimes, following the herd offers safe… Read More
Real estate has long been considered a reliable and lucrative investment option, offering the potential for steady income, long-term appreciation, and portfolio diversification. However, the… Read More
It’s often said that if you fail to plan, you’re planning to fail. This wisdom rings especially true when it comes to looking after your family’s future. By intertwining es… Read More
Worrying about how much money you need to retire is a common, understandable, and important dilemma when planning for life after work. As much as a simple universal answer would be helpful… Read More
Find financial advisors in Shreveport, Louisana ready to help with your financial planning needs so you can enjoy life more with less money stress. Whether you have lived in Shreveport for y… Read More
Find financial advisors in Tinton Falls, New Jersey ready to help with your financial planning needs so you can enjoy life more with less money stress. Whether you have lived in Tinton Falls… Read More
In life, we often rely on others for emotional support and validation. However, there is incredible power in cultivating emotional self-reliance. When we unlock our inner strength and resili… Read More
The Securities and Exchange Commission (SEC) now permits financial advisors to collect online reviews and promote testimonials as advertisements to attract new clients. Here’s how to d… Read More
Once you’ve begun collecting online reviews, you’re all set to turn your reviews and client testimonials into a powerful source of new referrals. For financial advisors and wealt… Read More
Find financial advisors in Clackamas, Oregon ready to help with your financial planning needs so you can enjoy life more with less money stress. Whether you have lived in Clackamas for years… Read More
Are you among the 400,000 Oregon public employees and retirees who are members of the Oregon Public Employees Retirement System? Get the resources you need and expert insights from financial… Read More
[In the rapidly evolving world of AI FinTech, transparency and trust have emerged as critical pillars for long-term success. As more financial institutions adopt AI-powered solutions, they m… Read More
There are two ways we think about saving money, and they’re both problematic in their own way. Let’s take a look at them. Saving for a Rainy Day We’re conditioned to save f… Read More
Do you work at Amazon? Get the resources you need and expert insights from financial professionals who specialize in helping Amazon employees make the most of their compensation package and… Read More
