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Trending Articles in Building Wealth & Investing
Financial Planning for Business Owners
Owning a business offers highs and lows rarely experienced by most people.
By reading this guide and partnering with an experienced financial advisor, you can establish a financial plan designed to increase your financial stability and reduce the stresses frequently encountered by small business owners.
(Read or Listen)
Is a Virtual Financial Advisor Right For You?
A virtual financial advisor offers financial planning services to their clients primarily or entirely online and by phone.
This means no matter where you or your financial advisor choose to live, you’re always just a Zoom call away from a face-to-face meeting.
(Read or Listen)
How Much Does a Financial Advisor Cost?
Hiring a financial advisor can be a great move to help you build a long-term investing strategy. Advisors can help you build an investment portfolio to meet your financial goals, as well as help you plan appropriately for retirement.
But how much does a financial advisor cost? And how do you make sure you are not paying too much? (Read or Listen)
WOMEN & MONEY
How women can get more confident about investing.
ENTREPRENEUR
Own a business? What’s your exit plan?
FINANCIAL ADVICE
Should you hire an XY Planning Network Financial Advisor?
MONEY GOALS
10 financial goals to aim for the next 6 months.
HEALTH SAVINGS
Have an HSA? Should you max it out?
INVESTING
Looking for a great blog about investing?
Featured Financial Advisors on Wealthtender
Stephanie McCullough
Sofia Financial
Berwyn, Pennsylvania
Dedicated to women on their own who want a true partner in $$ decision-making.
The Goff Financial Group
Houston, Texas
Fee-Only | Fully Independent | Fiduciary
Ryan Firth
Mercer Street Company
Bellaire, Texas
Think of us as your personal financial Sherpa on your life’s journey.
Deb Meyer, CFP®, CPA/PFS, CEPA
WorthyNest
Punta Gorda, Florida
Smart money strategies for faith-driven parents.
Jeremy Keil, CFP®, CFA, CIMA®
Keil Financial Partners
New Berlin, Wisconsin
Find your ideal retirement strategy with our 5 step retirement income process.
Thomas J. Barko
Barko Financial
Fairhope, Alabama
Plan your Work-Optional Lifestyle with The Essential FORMula®
YOUR CAREER
Your job comes with unique financial planning challenges.
Are you making the right money moves?
Unsure where to turn?
Learn more about your options to find the best personal finance resources just right for you.
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