By clicking submit, you agree to our review policy, privacy policy, and terms and conditions.
Karen’s experience and knowledge writing about personal finance topics shines through in her articles which are a pleasure to read. I’ve personally hired Karen to write personal finance articles and I highly recommend Karen if you’re looking for a true professional whose writing will engage your audiences and perform well online.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
Mastering Delayed Gratification to Build Wealth Over Time
What’s the Advantage of Owning Different Types of Credit Cards?
The Top Five Regrets of Older Retirees and How to Avoid Them
Time Is One of the Most Important Things You Can Buy: Here’s How to Do It
Five Ways to Protect Yourself Financially as a Freelancer
Lessons From The Psychology of Money That I Missed the First Time Around
Five Issues Women Need to Consider When Managing Their Money
Online Courses to Help You Manage Your Personal Finances
Is Shiny Object Syndrome Keeping You Broke?
Three Vital Strategies of Six-Figure Online Creators
Earning Money Makes You Happier Than Inheriting It, But Inheriting It Makes You Happy Too
Are College Tuition Fees Still Worth It? Let’s Look At The Lifetime Payoff
Why Saving Money Can Actually Be a Bad Thing
Apps That Have Helped Me Reach My Money Goals
Unlearning What Your Parents Taught You About Money
Personal Finance Books to Read Now, to Get You Ready for Retirement
Creating New Money Habits, The Easy Way
Three Financial Moves That Can Help You Deal with Cash Flow Issues
How Big Should My Emergency Fund Be, According to My Age and Life Stage?
Five Platforms Entrepreneurs Are Using to Fund Their Businesses
Estate Planning in the Digital Age
Daily Practices That Can Improve Your Money Mindset
Three Money-Making Business Tasks I Do Every Single Day
Money Can Buy Freedom, But Are There Other Ways to Get It?
The Best Personal Finance Books For Women
Five Great Places to Find More Revenue as a Small Business Owner
Doing This One Thing Can Help Protect Your Credit Score
Steps I’m Taking Now to Keep My Small Business Profitable
What You Need to Teach Your Kids About Money Management
How Long Does It Really Take to Pay Off Student Loans?
Unusual Ways to Boost Your Credit Score
How Tax Efficient Are Your Savings?
Simple Habits That Can Transform Your Personal Finances
How to Save Money for Those Once-in-a-Lifetime Expenses
How American Expats are Stretching Their Retirement Dollars
Is Your Home Actually Your Biggest Asset?
Three Major Misconceptions About FIRE That Will Trip You Up
Four Things You Need To Build Wealth, That Are Nothing To Do With Money
Just How ‘Fixed’ are your Fixed Expenses?
Strategies Young People Can Use to Build Credit
This Essential Financial Planning Tip for Couples Can Make Life So Much Easier
The 100-year old book that’s still a valuable guide to personal finance
Three Important Reasons You Have Trouble Sticking to Your Budget
How Much Money Should You Spend on Vacations?
Understanding your credit card statement
3 Steps to Take When You’re Drowning in Debt
Is it ever too early to start saving for retirement?
Four Signs You’re Carrying Too Much Debt
Three Things You Need To Know Before Taking Out A Car Loan
How to Avoid Impulse Spending and Grow Your Wealth Instead
Stop Using Your Credit Score as an Excuse to Take on Debt
Let’s Take a Closer Look at the Latte Factor
Can You Really Manifest Your Way to Wealth?
Money Myths That Could Be Ruining Your Personal Finances
How to Travel in Style on a Limited Budget
Why You Need A Weekly Spending Review
The TikTok Money Trends That Gen Z Love
How Long Do You Expect to Stay Financially Productive?
Things to Give Up Now for a More Financially Secure Future
New Year’s Resolution: Strengthen Your Financial Health in 2024
Skills and Qualities That Will Help You Reach Your Financial Goals
What Should I Spend My Inheritance On?
How to Know Which Financial Advice to Take and Which to Ignore
How to Save for Retirement as a Freelancer
Financial Decisions You Need to Make While You’re Pregnant
Passive Income Ideas that Have Worked for Me
How Often Should I Check My Credit Report?
How to Develop a Regular Savings Habit
Things You Really Need to Think About When Organizing Your Freelance Finances
How to Launch a Financially Responsible Young Adult
How to Generate Consistent Income as a Freelancer While You Travel the World
Seven Asset Classes You Might Want to Consider Investing In
What is Cash Stuffing? And Could It Work for You?
How to Save on Childcare Costs: Essential Tips for Working Parents
Things You Really Need to Know Before Borrowing Money
Six Ways You May Be Able To Profit From Your Credit Card
The Best Time to Think About Retirement Is Definitely When You’re Young
The Key to Earning a High Income as a Freelancer Is Prioritizing
What Exactly Is a Female-Led Relationship (FLR)?
How to Market Your Services to Optimize Your Freelance Income
The Simple Financial Decision That Makes Raising a Family Cheaper
The Cash Dilemma: Why You Don’t Want to Hold Too Much or Too Little
Five-Minute Habits That Can Improve Your Personal Finances
The Most Important Investments You Can Make Are Those That Increase Your Value
Is Dying Broke Really a Good Money Goal to Aim For?
How I’m Steadily Growing My Freelance Business Without Burning Out
Can You Buy a House Without a 20% Down Payment?
Simple Ways to Make Better Money Decisions
Are Mortgages Really Unaffordable Now or Do We All Just Need to Work Harder?
Are 0% Balance Transfers Worth Considering?
What’s Your Money Script? Find Out and Learn What to Do Next
What Are The Most Highly-Paid Skills For Freelancers?
3 Things It’s (Almost) Always Worth Spending Money On
Is the Frugal Millionaire a Myth?
How Much Money Can You Make Without a College Education?
Could You Move Your Retirement Date Forward, Instead of Constantly Pushing it Back?
Do You Have to Be Wealthy to Become a Digital Nomad?
Could Quiet Quitting Actually Lead To More Money?
How to Live in Paradise and Still Make Money
7 Ways to Save Money When You Travel
20 New Year’s Resolutions to Fatten Your Wallet in 2023
How to Save Money in Your Freelance Business
Could You Make Money From Income Producing Digital Assets?
Are You a Victim of Parkinson’s Law of Money?
The Far-Reaching Benefits of a No-Spend Month (And the One Drawback)
What Are Dave Ramsey’s Financial Rules and Should You Follow Them?
Are You Hiding Important Personal Finance Details from Your Spouse?
What is the 50 30 20 Budget Rule?
How Exactly are Millennials Buying Homes?
Are Sustainable ETFs a Short-Cut for Socially Responsible Investors?
Signs That Your Finances Are Out of Control And How to Get Back on Track
Why You Need to Prioritize Paying Off Credit Card Debt
Money Myths You Might Still Believe
Where in the World Can You Live Tax-free?
3 Tips for Starting a Successful Side Hustle
How to Deal with Rising Interest Rates
Six Numbers to Know if You Want to Feel in Control of Your Finances
How to Cut Your Working Hours Without Cutting Your Income
The Best European Cities To Visit If You’re On a Budget
Better Money Habits That Have Nothing to Do with Money
Want to Retire Before Your Mom and Dad? Don’t Let These 5 Lies Stop You
Eight Clear Signs That An Investment Opportunity Is Probably A Scam
Four Financial Issues You Really Need To Think About As A Woman
How Is The Average American Planning To Manage Finances Better This Year?
Psychological Reasons We Spend Way More Than We Mean To
Money Can Buy Happiness, But You Really Have to Know How to Spend It
Is Tiny Home Living (Or Investing) The Answer To Your Financial Problems?
Other People’s Finances Are Not Your Responsibility
Is Freelancing Really A Financially Risky Decision?
What You Need to Know Before Hiring a Financial Coach
The Pros and Cons of Using Online Comparison Sites
Whoever Said You Can’t Buy Time Was Wrong
Where Are the Most Affordable Places in the USA to Buy Real Estate?
What Does A Healthy Relationship With Money Look Like?
Budgeting on an Inconsistent Income
Five Budgeting Tips To Improve Your Personal Finances This Year
Do You Really Have to Spend Money To Make Money?
Tips to Create an Emergency Fund (That Actually Helps in an Emergency)
Is This the Year You Start Your Freelance Business?
Your Money or Your Life: Key Takeaways and Lessons Learned
10 Reasons You’re Likely to Spend Too Much This Holiday Season
5 Things That Will Make a Big Difference to Your Monthly Budget
Three Strategies to Pay Off Credit Card Debt
These Three Common Beliefs About Money Don’t Make Sense
The Simple Truths About Money That It Took Me Years to Learn
Millennials Shout Loudest About Their Financial Burdens, But Gen X Are Carrying More Debt
6 Things That Save Me Money, And Make My Life Better
The Majority of Americans Live Paycheck to Paycheck and They Are Not All on Minimum Wage
What’s Your Personality Type When It Comes to Money?
Personal Finance Tips For Recent Graduates
10 Things You May Be Forgetting to Include in Your Budget
Bad Financial Habits That Can Cut Short Your Freelance Career
How to Increase Your Freelance Income Without Working Harder
How To Carry Out An Annual Spending Review
Hustle Culture Won’t Make You Rich
Spending Less Than You Earn Is Nowhere Near as Simple as It Sounds
Dialing Back the Emotion in Your Relationship With Money
Why is Everyone Misusing the Term ‘Good Debt’ Recently?
Questions to Ask Yourself Before Making a Major Purchase
How to Kick Start a Saving Habit Overnight
7 Money Conversations You Should Have With Your Future Spouse
Where’s the Money Coming From in Your Online Business or Side Hustle?
What Exactly Is This Bank Charge, and Can It Be Avoided?
What Is a Credit Utilization Rate and Why Does It Matter?
4 Extreme Ways to Save Money on a College Education
You Don’t Have to Be Cheap (Or Even Frugal) to Make Good Money Decisions
How To Turn a Hobby into a Hustle
Easy Ways To Simplify Your Finances
Five Personal Finance Books to Help You Overhaul Your Finances and Your Life
Which College Degrees Lead to Financial Success?
The What, Why and How of Setting Financial Goals
Four Ways to Save When You Love to Spend
What is Kakeibo? (Saving Money The Japanese Way)
10 Financial Goals to Aim for in the Next Six Months
Is a College Degree Really Worth the Long-Term Debt?
5 Money Challenges You Can Use to Improve Your Finances
Can You Use a Side Hustle To Get Out of Debt?
12 Quotes About Money That Should Guide Your Financial Life
Ten Things to Focus on to Achieve Financial Freedom
Simple Math for Would-Be Millionaires
What to Consider Before Buying Your First Home
How to Save Money by Changing Your Consumer Mindset
Change These Three Things to Reduce Financial Stress
Ways to Avoid Lifestyle Inflation
How Much Does a Nice Life Cost in the U.S.?
What Are the Top Financial Concerns Americans Have Right Now?
Why Financial Literacy Matters and How to Improve Yours
Unconventional Ways to Make Money from Your Property
These Five Things Will Help You Think Before You Spend
How to Juggle a Job and a Side Hustle
Money Mindset Shifts That Can Change Your Life
Does Passive Income Truly Exist?
Five Valuable Financial Tips for Freelancers
What To Do In Times of Financial Uncertainty
The essential art of including ‘fun money’ in your monthly budget