Published Blogs

These Three Common Beliefs About Money Don’t Make Sense

Posted By wealthtender on Finance

https://wealthtender.com - Many of us hold beliefs about money that are so ingrained we rarely question them, and they can cost us a lot. Sometimes thousands, or even millions of dollars over a lifetime. Think before you buy into these common money beliefs. The “Sunk Cost” Fallacy This is the belief, present in almost all of us […]
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SEC Marketing Rule: Promoting Testimonials and Endorsements to Attract New Clients

Posted By wealthtender on Finance

https://wealthtender.com - Once you’ve begun collecting testimonials and endorsements online, you’re all set to turn your reviews into a powerful source of new referrals. And without lifting a finger, the positive reviews you’re collecting online are already sending signals to search engines like Google that you’re trustworthy and deserving of increased visibility in search results. In this […]
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Can the Financial Gym Help You Fix Your Finances?

Posted By wealthtender on Finance

https://wealthtender.com - Over half of Americans want to make fixing their finances a priority, according to a recent MagnifyMoney survey. While the first step in achieving any transformational goal is to acknowledge the need for change and make it a priority, some things like getting your finances in order are easier said than done. Fixing your finances […]
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What is a Certified Private Wealth Advisor (CPWA)?

Posted By wealthtender on Finance

https://wealthtender.com - The Certified Private Wealth Advisor (CPWA) certification is designed for wealth managers who work with high-net-worth individuals. These professionals focus on the cycle of wealth, which includes accumulation, preservation, and distribution. Let’s take a closer look at what this designation is, what it takes to earn it, and how you may benefit from working with […]
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What is a Chartered SRI Counselor (CSRIC)?

Posted By wealthtender on Finance

https://wealthtender.com - A Chartered SRI Counselor (CSRIC) is a financial professional with a focus on sustainable investing. Offered by the College for Financial Planning and the Forum for Sustainable and Responsible Investment, CSRICs are up-to-date on trends in the industry as well as the latest research and tools. Let’s take a closer look at what this designation […]
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Can I Retire Yet? Answer Question with One Simple Wealth Formula

Posted By wealthtender on Finance

https://wealthtender.com - Have you ever faced a crucial financial decision, and felt anxious because you really didn’t want to take the wrong path? For example, you may be sick and tired of your 9-5 job, hate your boss, or just feel totally done with the rate race, but pulling the trigger and quitting for good is, well, […]
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Millennials Shout Loudest About Their Financial Burdens, But Gen X Are Carrying More Debt

Posted By wealthtender on Finance

https://wealthtender.com - If you follow the topic of personal finance online, you’ll find a lot of Millennials voicing their financial concerns. It’s so common to hear that their generation have it hardest financially, most of us accept it without question. We believe the rhetoric. The Millennials have a problem. The Boomers ruined it all for them. Their […]
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Are Employee Benefits Actually Worth as Much Money as You Think?

Posted By wealthtender on Finance

https://wealthtender.com - After working there for almost 2 years, the CTO of the company pulled me aside and told me they had to let me go. They simply couldn’t find enough paying contract work for my skill set. I wasn’t shocked – they’d let a valued colleague go a couple of months earlier; and this was in […]
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Nearing Retirement? Get to Know Retirement Advisor Alex Lynch

Posted By wealthtender on Finance

https://wealthtender.com - It’s an exciting time when you’re approaching retirement and preparing for the next phase of your life. You’ve likely spent decades working towards this milestone and have a vision for how you’ll spend your days, perhaps enjoying more time with grandchildren, traveling or volunteering in your community. But living in retirement comes with a cost […]
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6 Things That Save Me Money, And Make My Life Better

Posted By wealthtender on Finance

https://wealthtender.com - So much personal finance and frugality advice is based on depriving yourself now, so you can live better later. But it doesn’t have to be like that. Some of the things that save me money are also the things that make my life better, right now. DIY Fitness Honestly, the fitness regime you’ll stick to […]
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Debt Isn’t Bad (or Good), Painful Truth Is You Don’t Know How to Use It Right

Posted By wealthtender on Finance

https://wealthtender.com - Debt. All of us know people who got in over their heads, to the point that they don’t see a way out. They just keep paying far too much of their income just to “service” that debt, i.e., paying the minimum, which guarantees they’ll pay the most possible to their creditors. In fact, there are […]
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How Much Do I Need to Retire – The Complete Guide for 2021

Posted By wealthtender on Finance

https://wealthtender.com - Do you want to know how much you need to retire? It’s only natural; everyone wants to retire and have a comfortable life. And further, I couldn’t blame you if you asked, “How long will my money last in retirement?” Indeed, knowing the amount you need to retire is tricky because it goes beyond simple […]
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Everything You Need to Know About ETF’s

Posted By wealthtender on Finance

https://wealthtender.com - Technology has rapidly advanced many areas of our lives in the past decade or so. One of the more useful ones in the investing world has been the introduction of ETF’s. Exchange Traded Funds (or ETF’s) are becoming more and more popular among investors. Everyone from retail investors to financial advisors and institutions are making […]
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Where’s the Money Coming From in Your Online Business or Side Hustle?

Posted By wealthtender on Finance

https://wealthtender.com - There are many forms an online business or side hustle can take. It’s not unusual for people to set up a blog, website, YouTube channel, or podcast for fun or personal interest, and only later think about monetizing it. If you’re one of those people, the last year may well have helped sharpen your focus. […]
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Money Conversations You Should Have With Your Future Spouse

Posted By wealthtender on Finance

https://wealthtender.com - We’ve come a long way in recent years and not every couple feels the need to completely merge their finances when they marry or set up a home together. However, it’s pretty hard to build a life together without addressing money and the many issues that surround it. If you’re going to work towards shared […]
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What Exactly Is This Bank Charge, and Can It Be Avoided?

Posted By wealthtender on Finance

https://wealthtender.com - Unexpected bank fees can come as a shock, especially if you don’t have much money to start with. And, of course, those with less money are actually more likely to find a bank charge they weren’t prepared for on their statement. Here are a few common bank charges, and how to avoid them. Minimum balance […]
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Disney Investor Relations (DIS) Guide

Posted By wealthtender on Finance

https://wealthtender.com - Disney Investor Relations: Important Information to Know Whether you’re currently an investor in Disney stock (ticker: DIS) or just thinking about investing, the resources provided on this page will help you become a more informed investor. You’ll find important information to help you quickly connect to the details you’re looking for about Disney Investor Relations, […]
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Wells Fargo Investor Relations (WFC) Guide

Posted By wealthtender on Finance

https://wealthtender.com - Wells Fargo Investor Relations: Important Information to Know Whether you’re currently an investor in Wells Fargo stock (ticker: WFC) or just thinking about investing, the resources provided on this page will help you become a more informed investor. You’ll find important information to help you quickly connect to the details you’re looking for about Wells […]
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VISA Investor Relations (V) Guide

Posted By wealthtender on Finance

https://wealthtender.com - VISA Investor Relations: Important Information to Know Whether you’re currently an investor in VISA stock (ticker: V) or just thinking about investing, the resources provided on this page will help you become a more informed investor. You’ll find important information to help you quickly connect to the details you’re looking for about VISA Investor Relations, […]
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Microsoft Investor Relations (MSFT) Guide

Posted By wealthtender on Finance

https://wealthtender.com - Microsoft Investor Relations: Important Information to Know Whether you’re currently an investor in Microsoft stock (ticker: MSFT) or just thinking about investing, the resources provided on this page will help you become a more informed investor. You’ll find important information to help you quickly connect to the details you’re looking for about Microsoft Investor Relations, […]
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