https://wealthtender.com -
You may think (as I did) that “side hustle” is a new term. We’d both be wrong. According to Merriam-Webster , the term is 70 years old! What’s new is how the gig economy took off and found the semi-dormant term a perfect linguistic fit. According to a Zapier report , more than one ...
https://wealthtender.com -
Do you work at Tesla? Get the resources you need and expert insights from financial professionals who specialize in helping Tesla employees make the most of their compensation package and benefits. Whether you’re a new Tesla employee or you’ve moved up the ranks into a management or execut...
https://wealthtender.com -
Be crazy… like a fox! You know the old saying, “Fight fire with fire”? It kind of has a nice ring to it, right? Here’s a nice twist on it – using credit card issuers’ setups to claw back a bunch of money they charge you. Isn’t that poetic justice? But is it realistic? Can you ...
https://wealthtender.com -
Learn the money fears that financial experts most often see women experience and their advice to overcome them. In the first piece of this two-part article, I covered “ The 10 Money Challenges and Two Advantages of Women over Men ” with the help of seven financial advisors. In this seco...
https://wealthtender.com -
To ensure your wishes and goals are met at the end of your life, estate planning is vital. Though it can be an uncomfortable and tedious process, communicating your desires and creating a plan can give you the confidence to confirm that your estate will be taken care of according to your wishes. ...
https://wealthtender.com -
The most popular article I’ve ever written was titled “ Want to retire in 10 years? Here is what you need to do ”. I don’t consider it my best work, not by a long shot. Given the amount of traffic this article continues to get, it is certainly a compelling headline. In this article, I’m going ...
https://wealthtender.com -
You made the choice to get some financial help. That’s great! Everyone can use help from time to time. When picking a financial advisor, you need to think about the size of the firm they come from. There are large well-known companies and small independent shops. Is choosing an advisor at a bo...
https://wealthtender.com -
The two most common retirement plans for employees in the US today are the 401(k) and 403(b) plans, offered by private and public employers, respectively. Learn how each type of plan is similar and how they are different. Unless you plan to work forever, you need to plan for retirement. Then...
https://wealthtender.com -
If you’re about to start your own business or have recently done so, you’ve likely wondered what retirement plan might be best for you. Is it a 401(k) plan? A SEP IRA? Something else? With the many options available, I asked four financial advisors for their thoughts on the two most popul...
https://wealthtender.com -
Are you the primary caregiver for your children and aging parents, too? A specialist financial advisor for the sandwich generation can help. Raising children often feels like a full-time job and can be particularly challenging as a working parent. And if you’re among the more than 10% of Am...
https://wealthtender.com -
If you’re like me, golf isn’t just a game. I wake up thinking about golf, go to work listening to a golf podcast, and finish my day on the driving range. To me, golf is a calling and something I can turn to no matter how the other aspects of my life are doing. Of course, golf is not a che...
https://wealthtender.com -
Do you work for Apple? Get the resources you need and expert insights from financial professionals who specialize in helping Apple employees make the most of their compensation package and benefits. Whether you’re a new Apple employee or you’ve moved up the ranks into a management or executi...
https://wealthtender.com -
A financial advisor specializing in serving the LGBTQIA+ community can help you achieve your financial goals with a personalized plan. No matter your sexual orientation or gender identity, planning for your financial future can feel intimidating and leave you wondering if you’re making smart...
https://wealthtender.com -
A financial advisor specializing in female-led households can help couples come together to build a personalized plan to achieve their goals. Long gone are the days when a stereotypical household led by a dominant male with a stay-at-home wife were portrayed as the norm in the US. While ther...
https://wealthtender.com -
We each start our money journey from different points. Each of us is born into a different level of affluence, a different familial situation, different innate talents, and ethnic background and gender that can help or hinder us. We each have different early-life and early-career experien...
https://wealthtender.com -
A dynamic asset allocation investment strategy employed by financial advisors attempts to reduce risks by adjusting portfolio holdings based on timely factors. When the stock market declines by 1%, 5%, or 20%, should you be concerned if your investment portfolio earmarked for your retirement...
https://wealthtender.com -
If you work for a publicly-traded company, your employer may offer you the chance to buy shares of your company’s stock through a program called an Employee Stock Purchase Plan (ESPP). The idea behind ESPPs is simple – to give employees the opportunity to profit from the success of the firm and par...
https://wealthtender.com -
Do you work at Chevron? Get the resources you need and expert insights from financial professionals who specialize in helping Chevron employees make the most of their compensation package and benefits. Whether you’re a new Chevron employee or you’ve moved up the ranks into a management or ...
https://wealthtender.com -
Do you work for the University of North Carolina System? Get the resources you need and expert insights from financial professionals who specialize in helping UNC faculty, staff, and physicians make the most of their compensation package and benefits. Whether you’re a new University of No...
https://wealthtender.com -
Financial planning is one of the most critical parts of gaining control over your money and your life. However, financial planning for the LGBTQ+ community can be more difficult as each state has different legal protections and benefits. For example, many protections immediately trigger upon m...
