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Wealthtender, Inc. does not provide and does not intend to provide investment or legal advice through this website. Information contained on this website is for informational and educational purposes only. Third party links and resources are provided for your convenience, and have not been indep...
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Financial institutions and advisors everywhere share the common goal of improving operational efficiencies in their day-to-day workflow so that they are able to spend more time with their clients and continue building their book of business. We’re fortunate enough to be in a position here at FutureVault where we regularly talk with several organizations and […]
The post People, Process, and Technology – How RIAs and Financial Advisors Can Improve Their Operating Efficiencies appeared first on Wealthtender.
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Often we try to save money and fail. But occasionally we save money when we genuinely weren’t trying to. These decisions have impacted my monthly budget significantly, even though that wasn’t my intention when I made them. Occasionally you really do save money when you’re not trying to. 1. Living in a Walkable Neighborhood I […]
The post 5 Things That Will Make a Big Difference to Your Monthly Budget appeared first on Wealthtender.
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You may well have heard of the Snowball Method and the Avalanche Method as strategies that can be used to pay off debt. With the Snowball method you aim to pay off your smallest debt first, and with the Avalanche Method you aim to pay off the debt with the highest interest rate first. If […]
The post Three Strategies to Pay Off Credit Card Debt appeared first on Wealthtender.
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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 […]
The post These Three Common Beliefs About Money Don’t Make Sense appeared first on Wealthtender.
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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 […]
The post SEC Marketing Rule: Promoting Testimonials and Endorsements to Attract New Clients appeared first on Wealthtender.
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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 […]
The post Can the Financial Gym Help You Fix Your Finances? appeared first on Wealthtender.
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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 […]
The post What is a Certified Private Wealth Advisor (CPWA)? appeared first on Wealthtender.
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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 […]
The post What is a Chartered SRI Counselor (CSRIC)? appeared first on Wealthtender.
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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, […]
The post Can I Retire Yet? Answer Question with One Simple Wealth Formula appeared first on Wealthtender.
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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 […]
The post Millennials Shout Loudest About Their Financial Burdens, But Gen X Are Carrying More Debt appeared first on Wealthtender.
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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 […]
The post Are Employee Benefits Actually Worth as Much Money as You Think? appeared first on Wealthtender.
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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 […]
The post Nearing Retirement? Get to Know Retirement Advisor Alex Lynch appeared first on Wealthtender.
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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 […]
The post 6 Things That Save Me Money, And Make My Life Better appeared first on Wealthtender.
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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 […]
The post Debt Isn’t Bad (or Good), Painful Truth Is You Don’t Know How to Use It Right appeared first on Wealthtender.
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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 […]
The post How Much Do I Need to Retire – The Complete Guide for 2021 appeared first on Wealthtender.
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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 […]
The post Everything You Need to Know About ETF’s appeared first on Wealthtender.
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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. […]
The post Where’s the Money Coming From in Your Online Business or Side Hustle? appeared first on Wealthtender.
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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 […]
The post Money Conversations You Should Have With Your Future Spouse appeared first on Wealthtender.
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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 […]
The post What Exactly Is This Bank Charge, and Can It Be Avoided? appeared first on Wealthtender.
