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It’s not always easy to tell when Gen X are in trouble. We were the generation raised to sort out our own problems, or brush them under the rug. On the whole we’re stoic, cynical, and have a tendency to pride ourselves on not starting or fueling drama. So it’s not surprising that many of […]| Wealthtender | Feed
Find financial advisors in Davneport, Iowa ready to help with your financial planning needs so you can enjoy life more with less money stress. Whether you have lived in Davenport for years or recently moved to town, you may need help finding the right financial advisor in the community best suited for your individual needs. […]| Wealthtender | Feed
Every Ironman knows success comes from strategy, discipline, and having the right support team. A financial advisor who understands what it takes to cross the finish line can help ensure your money endures through the most challenging conditions to achieve your retirement aspirations. Whether you’re crossing the finish line after a grueling 140.6 miles or […]| Wealthtender | Feed
I don’t know why it’s taken me this long to dive into the 2021 book Die With Zero by Bill Perkins. I read the much earlier book Die Broke by Stephen Pollan and Mark Levine way back when it was published in 1998. So I’ve long been interested in the concept, even if I’m not […]| Wealthtender | Feed
Do you work at Itron? Get the resources you need and expert insights from financial professionals who specialize in helping Itron employees make the most of their compensation package and benefits. Whether you’re a new Itron employee or you’ve moved up the ranks into a management or executive leadership role over a multi-year career, it’s […]| Wealthtender | Feed
Ask an Advisor: Feeling Stuck with Finances? How to Stop Feeling Paralyzed by Financial Choices If you’ve ever felt frozen when faced with a money decision—whether it’s choosing an investment, making a big purchase, or planning for retirement—you’re not alone. Research shows that our financial behavior is deeply rooted in childhood experiences, shaped by the […]| Wealthtender | Feed
Find financial advisors in Pennington, 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 Pennington for years or recently moved to town, you may need help finding the right financial advisor in the community best suited for your individual […]| Wealthtender | Feed
Have you ever heard of Pearson’s Law? It states that “When performance is measured, performance improves. When performance is measured and reported back, the rate of improvement accelerates.” So, if you’re working toward a financial goal, tracking your progress will help you achieve it quicker! The hard part is finding an efficient way to do […]| Wealthtender | Feed
Blending a family means blending more than just schedules and homes (although those don’t leave much room for anything else, do they?) It’s about building a life together that reflects your shared values and goals. From day-to-day routines to big-picture decisions, everything becomes an opportunity to create unity, balance, and trust. When families come together, […]| Wealthtender | Feed
Stock compensation can be one of the most rewarding benefits your employer can offer you. However, it also carries complexities that require careful planning. Whether you’re dealing with restricted stock units (RSUs), stock options, or performance shares, failing to prepare properly can lead to unnecessary financial stress during tax season and missed opportunities to maximize your […]| Wealthtender | Feed
Stock compensation comes with a unique set of tax implications that can feel overwhelming. Especially at tax time when you are trying to gather all the reporting forms needed. With the right guidance though, it can easily become manageable. Here I will walk you through the process step by step. Including, helping you gather necessary […]| Wealthtender | Feed
Frankly, I’ve never had a financial advisor (other than an accountant). It’s not that I think advisors aren’t helpful, but, not to beat my drum, I’ve done just fine on my own. That was then. When I was in the accumulation phase. All I needed was a budget and a plausible investment plan, and neither […]| Wealthtender | Feed
Do you work at AT&T? Get the resources you need and expert insights from financial professionals who specialize in helping AT&T employees make the most of their compensation package and benefits. Whether you’re a new AT&T employee or you’ve moved up the ranks into a management or executive leadership role over a multi-year career, it’s […]| Wealthtender | Feed
Do you work at Kraken? Get the resources you need and expert insights from financial professionals who specialize in helping Kraken employees make the most of their compensation package and benefits. Whether you’re a new Kraken employee or you’ve moved up the ranks into a management or executive leadership role over a multi-year career, it’s […]| Wealthtender | Feed
Do you work at Providence Health & Services? Get the resources you need and expert insights from financial professionals who specialize in helping Providence employees make the most of their compensation package and benefits. Whether you’re a new Providence employee or you’ve moved up the ranks into a management or executive leadership role over a […]| Wealthtender | Feed
Ask an Advisor: What role should alternative investments play in the portfolio of a married couple in their thirties or forties looking to diversify and manage risk? First off, I want to commend you for thinking beyond the usual mix of stocks and bonds. Exploring alternative investments in your thirties or forties is a smart, […]| Wealthtender | Feed
I’m fast approaching retirement, or as I prefer to say, “work-optional status.” And my mortgage is nowhere near paid off. This got me thinking – should we follow conventional wisdom and pay off our mortgage now, or keep paying it into retirement? Retiring Mortgage-Free: The Conventional Mindset If you’ve paid any attention to personal finance […]| Wealthtender | Feed
When searching for a financial advisor, you’ll likely encounter professionals who proudly display various awards, designations, and recognitions. While these accolades can provide valuable insights into an advisor’s expertise and standing within the industry, it’s important to understand what each award actually means and how much weight to give them in your decision-making process. The […]| Wealthtender | Feed
[Client expectations for financial services are rapidly evolving and forcing advisors to rethink their traditional business models and become more strategic in their outreach and messaging. Multiple studies and surveys, like these from BNY Pershing and WealthManagement IQ, have uncovered how High-Net-Worth clients are looking for more personalization, comprehensive and integrated financial planning, tailored multi-generational advice, […]| Wealthtender | Feed
Find financial advisors in Idaho Falls, Idaho ready to help with your financial planning needs so you can enjoy life with less money stress.| Wealthtender
Alyssa Dalbey, CPWA®, CFP® and Wealth Manager at Schultz Financial Group | Image Credit: Institute for Innovation Development Hortz: Did the concept| Wealthtender
If you’re on a tight budget but still crave an overseas vacation, pick your destination carefully. International flights don’t tend to come cheap (though| Wealthtender
We’ve talked before, here at Wealthtender, about how money can (sort of) buy happiness, and it can certainly buy time. Now there’s a new study out that| Wealthtender
Ask an Advisor: Is There a Way to Shield My IRA From High Taxes When Taking Withdrawals? Image Credit: Wealthtender For many retirees, taxes can be one of| Wealthtender
Money is one of the most common sources of conflict in relationships. In fact, studies show that financial disagreements are a leading cause of stress and| Wealthtender
Ask an Advisor: Should I Merge My Small Business? Key Considerations Before Taking the Leap Image Credit: Wealthtender Merging your small business with| Wealthtender
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If you’re someone who’s on a high income but struggling to build any kind of real wealth (or even a positive net worth), you may well be a HENRY. The| Wealthtender
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Are you a senior looking for a part-time job? Learn the best jobs for retirees to make money and feel fulfilled throughout your golden years.| Wealthtender
A tax accountant is a professional who specializes in taxation and holds a bachelor’s degree as well as either CPA or EA certification.| Wealthtender
A local advisor can work with you to develop a personalized financial plan to achieve your goals. Find the right advisor for you today.| Wealthtender
The two most common retirement plans are the 401(k) and 403(b), offered by private and public employers, respectively. Learn how they differ.| Wealthtender
High net worth individuals and families require specialized wealth management services tailored to their unique needs. These advisors can help.| Wealthtender