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
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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.
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
Are you rich yet? A high net worth (HNW) means at least $1 million in investment assets. According to Fed net worth data from DQYDJ.com, only the top 12.5 percent of American households qual… Read More
[Practice management has traditionally focused on guiding financial advisors tactically – do this, stop that, create a process here, upgrade your tech and operating systems there … 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
[Financial services business models are rapidly evolving and generating intensive introspection for advisors to determine what they specifically do for their clients and how they want to be… Read More
Looking at net worth percentiles and averages by age group. Admit it! You can’t resist comparing yourself and your accomplishments to others, especially your peer group. Right? I do th… Read More
It’s a hard question. You have kids who are almost certainly facing far more difficult financial challenges than you. You’re getting close to retirement age and have beaten the o… Read More
It seems like a throwaway question, right? You’d be forgiven if your first thought is that of course people with a lot of money plan to transfer their wealth to heirs, usually their ki… Read More
If you’re struggling to make ends meet with how high prices surged in recent years, you’re not alone. Sure, year-over-year inflation is sharply down from 9.1 percent a year ago t… Read More
If only I were rich, I’d… It’s fun imagining, right? Here’s some of what Tevye of Fiddler on the Roof imagined: “…If I were a… rich… man;… Read More
[Challenging an entrenched industry business model, like the employer group health insurance market, is a massive but doable endeavor that is being driven by smaller but dynamic industry pla… Read More
I’ve recently been reading Financially Forward: How to use today’s digital tools to earn more, save better and spend smarter. It’s a great book with a whole glossary of app… 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
Do you work at Nike? Get the resources you need and expert insights from financial professionals who specialize in helping Nike employees make the most of their compensation package and bene… Read More
Are you tired of living paycheck to paycheck? Do you want to take control of your financial future and optimize your money mindset? Mastering your money mindset is key to achieving long-term… Read More
What your parents taught you about money tends to stick. It shapes your financial life, long after you’ve moved away from home, and often in subconscious ways that impact your earning… Read More
How much money is enough to support your lifestyle both now and in retirement? For blended families, financial planning can be especially challenging, as it typically involves integrating fi… Read More
Find financial advisors in Couer d’Alene, Idaho ready to help with your financial planning needs so you can enjoy life more with less money stress. Whether you have lived in Couer d&rs… Read More
Find financial advisors in Spokane Valley, Washington, ready to help with your financial planning needs so you can enjoy life more with less money stress. Whether you have lived in Spokane V… Read More
Ask an Advisor: I just received a substantial six-figure inheritance. What should I do with the windfall? Questions about whether to invest or spend a windfall and how to invest or where to… Read More
Do you work at FirstEnergy Corp.? Get the resources you need and expert insights from financial professionals who specialize in helping FirstEnergy employees make the most of their compensat… Read More
Whether you’re juggling soccer practice or science fair projects, this guide will illuminate how 529 College Savings Plans work and why they might just be your financial superhero. Hel… Read More
Funding our children’s college education is a pivotal milestone in a parent’s life. Hello Discerning Parents and Future Graduates, Funding our children’s college education… Read More
Secure your financial future with proven retirement planning strategies in Arlington. Whether you’re just starting out on your career path or are already well into your working years… Read More
