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Do you work for the Pennsylvania State System of Higher Education (PASSHE)? Get the resources you need and expert insights from financial professionals who specialize in helping PASSHE faculty and staff make the most of their compensation package and benefits. Whether you’re a new PASSHE f...
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Do you work at AbbVie? Get the resources you need and expert insights from financial professionals who specialize in helping AbbVie employees make the most of their compensation package and benefits. Whether you’re a new AbbVie employee or you’ve moved up the ranks into a management or exe...
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For people with very low healthcare costs, putting the maximum into Health Savings Account (HSA) eligible healthcare plans is almost a no-brainer, especially in situations where their employer contributes to their account to help offset the deductible (like mine does). If you don’t spend that...
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We’ve probably all heard that you should “measure what you treasure” which is just another way of saying that if something matters to you, it’s worth keeping track of. Way too many of us, though, simply don’t monitor our finances that closely, which is why we often feel out of control. Knowing thes...
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If you’re a freelancer or small business owner who wants to cut down your working hours without cutting your income, there are two main ways to do it: Become more efficient Increase your rates That’s really all there is to it. If you can do both, you’ll probably be able to work even le...
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So you wish to become a millionaire entrepreneur. You are not alone. 5.4 million new business applications were filed in 2021. Many with the dream to become their boss and enjoy the advantages of a versatile and prosperous business. There’s a big difference between entrepreneurs who dream of bec...
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A European vacation doesn’t sound like a particularly cheap travel option if you’re American, Canadian, or from anywhere outside of Europe. There are, however, some European cities where tourists can still get a lot of bang for their buck, especially if your idea of traveling involves living like...
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It was spring 2005, and it was a sellers’ market out of hell, at least for buyers like us. We were getting married, and couldn’t find a house to buy in our neighborhood that didn’t immediately get multiple offers, with many buyers willing to pay far above the asking price. It was getting close...
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College is undoubtedly expensive. Depending on the school, tuition costs upwards of $30,000 annually! This price doesn’t even include the cost of room and board, transportation, or everyday living expenses. Grants and financial aid options indeed make college more affordable for many students....
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Take a play out of NASA’s playbook: Stress test your investment portfolio, identify risks, and learn if your retirement plan needs adjustment. My day “job” as a consultant is supporting NASA technology-development efforts. From time to time, I also support NASA flight projects. If there...
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Turning your dreams of early retirement into reality requires smart financial planning. These expert financial advisor tips can help. The earlier you begin planning for early retirement, the more likely you can make it happen. While predicting your financial future with any degree of certain...
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Public Service Loan Forgiveness Waiver (PSLF Waiver) – How to Qualify On October 6, 2021, the Department of Education announced significant temporary changes for individuals seeking Public Service Loan Forgiveness (PSLF). The PSLF waiver, which expires on October 31, 2022, allows student loan...
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Starting a new career or changing jobs can be stressful. Learn expert tips from a financial advisor specializing in helping job changers. Congratulations! You’ve decided to change jobs or begin a new career. Or perhaps, the decision was made for you? Either way, the weeks or months it takes ...
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Get to know the financial advisors who help golfers spend more time on the greens with less money stress throughout their career and into retirement. Avid golfers know the game doesn’t stop when the cart is turned in. Nor is it over after leaving the course. These golfers know it’s not just ...
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An investment portfolio should be built based on a client’s risk and return objectives along with an assessment of their constraints. While downside protection is a common focus, the advisor must ensure that a portfolio’s probabilistic return outcomes are sufficient to meet the spending power needs...
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Women in their fifties and sixties have a lot to look forward to as they transition from careers and raising families to a more leisurely lifestyle in retirement. Spending time with friends and family, traveling, and pursuing new hobbies are just a few of the activities many women envision in their...
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As women, we have unique needs and challenges when it comes to managing our money. According to gender pay gap data released in 2022, a working woman earned only 82 cents for every dollar her male counterpart earned. Further, the median annual earnings for women were almost $10,000 less tha...
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With wealth comes unique financial planning challenges. Learn how a financial advisor specializing in tax strategies for wealthy individuals and couples can help. If you’ve accumulated considerable wealth throughout your lifetime, it’s common to have questions about how you can enjoy a comfo...
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Disclaimer: In order to make Wealthtender free for our readers, we earn money from advertisers including financial professionals and firms that pay to be featured on our platform. This creates a natural conflict of interest when we favor promotion of our clients over other professionals and ...
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I started from a negative net worth and got to the other end of the wealth distribution. Many of my friends are now also well off. Here’s what I learned. There are Three Simple Factors that Determine How Wealthy You Become Money Risk Time Simple, right? Just three words su...