<rss version='2.0'><channel><title>Wealthtender | Feed </title><link>https://wealthtender.com</link><description>Find Trusted Financial Advisors</description><language>en-us</language>

<generator>https://wordpress.org/?v=6.0</generator>
<image>
<url>https://wealthtender.com/wp-content/uploads/2020/09/cropped-favicon-1-32x32.png</url>
<title>Wealthtender | Feed </title>
<link>https://wealthtender.com</link>
<width>32</width>
<height>32</height>
</image>

<item>		
	<pubDate>Sun, 26 Jul 2026 21:10:16 +0000</pubDate>
	<guid>https://wealthtender.com/iid/a-strategic-view-on-marketing-etfs/</guid>
	<title>A Strategic View on Marketing ETFs</title>
	<link>https://wealthtender.com/iid/a-strategic-view-on-marketing-etfs/</link>
	<description><![CDATA[[The birth of a new ETF is an incredibly exciting time for asset managers but also a treacherous endeavor if strategic planning around the launch is not fully thought-out, developed, and implemented. For many managers, enthusiasm can lead to an optimistic “if we build it, they will come” mindset; a focus on the actual launch [&hellip;]]]></description>
		<enclosure url="https://wealthtender.com/wp-content/uploads/2024/08/Institute-for-Innovation-Development-Article-Cover.png" length="9005" type="image/png" />	</item>	
<item>		
	<pubDate>Sun, 26 Jul 2026 21:05:20 +0000</pubDate>
	<guid>https://wealthtender.com/insights/divorce-in-your-40s-and-early-50s-the-financial-checklist-nobody-gives-you/</guid>
	<title>Divorce in Your 40s and Early 50s: The Financial Checklist Nobody Gives You</title>
	<link>https://wealthtender.com/insights/divorce-in-your-40s-and-early-50s-the-financial-checklist-nobody-gives-you/</link>
	<description><![CDATA[Divorce in your 40s and early 50s occupies a specific financial territory that does not get discussed enough. You are not in your 30s, when the asset base is smaller and the runway to rebuild is long. And you are not in your late 50s or 60s, where the gray divorce conversation addresses concentrated retirement [&hellip;]]]></description>
		<enclosure url="https://wealthtender.com/wp-content/uploads/2026/07/divorce.jpg" length="1097850" type="image/jpeg" />	</item>	
<item>		
	<pubDate>Sun, 26 Jul 2026 01:04:41 +0000</pubDate>
	<guid>https://wealthtender.com/insights/financial-planning/employer/financial-advisor-for-california-public-employees-calpers-employees/</guid>
	<title>Find Financial Advisors for California Public Employees (CalPERS) Members: Q&#038;A Insights from the Experts</title>
	<link>https://wealthtender.com/insights/financial-planning/employer/financial-advisor-for-california-public-employees-calpers-employees/</link>
	<description><![CDATA[Do you work at California Public Employees (CalPERS)? Get expert insights from financial advisors who specialize in helping California Public Employees (CalPERS) members make the most of their compensation package and benefits. Looking for a financial advisor who specializes in working with California Public Employees (CalPERS) members? You’re in the right place. Below, you’ll find [&hellip;]]]></description>
		<enclosure url="https://wealthtender.com/wp-content/uploads/2026/07/Financial-Advisor-for-CALPERS-members-scaled.jpg" length="678658" type="image/jpeg" />	</item>	
<item>		
	<pubDate>Fri, 24 Jul 2026 11:55:24 +0000</pubDate>
	<guid>https://wealthtender.com/insights/investing/pfics-explained/</guid>
	<title>PFICs Explained: Everything You Need to Know</title>
	<link>https://wealthtender.com/insights/investing/pfics-explained/</link>
	<description><![CDATA[Got PFIC’s in your overseas portfolio? This one is for you. In this post, I’ll discuss the passive foreign investment company (PFIC). I’ll address the origin (briefly), the taxation, and how you can tell if there is a PFIC lurking in your overseas accounts or not. I’ll conclude with how to think about them if [&hellip;]]]></description>
		<enclosure url="https://wealthtender.com/wp-content/uploads/2026/07/pfic.jpg" length="1621010" type="image/jpeg" />	</item>	
<item>		
	<pubDate>Wed, 22 Jul 2026 20:06:11 +0000</pubDate>
	<guid>https://wealthtender.com/local/nj/shrewsbury-financial-advisors/</guid>
	<title>Looking for a Trusted Financial Advisor in Shrewsbury, New Jersey?</title>
	<link>https://wealthtender.com/local/nj/shrewsbury-financial-advisors/</link>
	<description><![CDATA[Discover financial advisors trusted by residents of Shrewsbury, New Jersey in the only local directory featuring 5-Star Certified Advisor Review™ recipients and Wealthtender Voice of the Client Award™ winners—recognition earned for exceptional client feedback. Compare fiduciary, fee-only advisors, CFP® professionals, and specialists to find the right fit for your unique financial needs. Whether you have lived [&hellip;]]]></description>
		<enclosure url="https://wealthtender.com/wp-content/uploads/2022/07/Local-Guide-Small-Town.jpg" length="71020" type="image/jpeg" />	</item>	
<item>		
	<pubDate>Wed, 22 Jul 2026 00:18:45 +0000</pubDate>
	<guid>https://wealthtender.com/advisors/marketing/understanding-wealthtender-vs-traditional-lead-gen/</guid>
	<title>Is Wealthtender Worth It for Financial Advisors? An Honest Guide to What It Is, What It Isn&#8217;t, and What to Expect</title>
	<link>https://wealthtender.com/advisors/marketing/understanding-wealthtender-vs-traditional-lead-gen/</link>
	<description><![CDATA[Whether you&#8217;re a financial advisor who recently joined Wealthtender and wondering what to expect, a seasoned advisor looking to make the most of your Wealthtender experience, or simply trying to understand how Wealthtender&#8217;s digital marketing benefits differ from traditional lead generation, this guide covers all of it. Honestly, with data, and without the sales pitch&#8230; [&hellip;]]]></description>
		<enclosure url="https://wealthtender.com/wp-content/uploads/2026/03/Depositphotos_6393643_L.jpg" length="1754775" type="image/jpeg" />	</item>	
<item>		
	<pubDate>Mon, 20 Jul 2026 03:37:03 +0000</pubDate>
	<guid>https://wealthtender.com/local/sc/spartanburg-financial-advisors/</guid>
	<title>Looking for a Trusted Financial Advisor in Spartanburg, South Carolina?</title>
	<link>https://wealthtender.com/local/sc/spartanburg-financial-advisors/</link>
	<description><![CDATA[Find financial advisors in Spartanburg, South Carolina ready to help with your financial planning needs so you can enjoy life more with less money stress. Whether you have lived in Spartanburg for years or recently moved to town, you may need help finding the right financial advisor in the community best suited for your individual [&hellip;]]]></description>
		<enclosure url="https://wealthtender.com/wp-content/uploads/2022/07/Local-Guide-Small-Town.jpg" length="71020" type="image/jpeg" />	</item>	
<item>		
	<pubDate>Sun, 19 Jul 2026 19:31:04 +0000</pubDate>
	<guid>https://wealthtender.com/insights/investing/how-high-earners-can-keep-more-with-tax-aware-investing/</guid>
	<title>How High Earners Can Keep More with Tax-Aware Investing</title>
	<link>https://wealthtender.com/insights/investing/how-high-earners-can-keep-more-with-tax-aware-investing/</link>
	<description><![CDATA[I recently attended the Basis Northwest Conference in Seattle, which centered around tax-aware investments and how the landscape is changing. About 30 years ago, ETFs were the hot new thing. But as wealth continues growing and incomes rise, they’re not enough to meet the demands of high-net-worth investors. More often, clients are coming to me [&hellip;]]]></description>
		<enclosure url="https://wealthtender.com/wp-content/uploads/2026/07/high-earners.jpg" length="1577104" type="image/jpeg" />	</item>	
<item>		
	<pubDate>Sun, 19 Jul 2026 19:23:27 +0000</pubDate>
	<guid>https://wealthtender.com/insights/investing/how-high-earners-hold-a-hot-ipo/</guid>
	<title>How High Earners Hold a Hot IPO</title>
	<link>https://wealthtender.com/insights/investing/how-high-earners-hold-a-hot-ipo/</link>
	<description><![CDATA[IPOs and the excitement surrounding them tend to bring out investors’ emotional biases. Fear of missing out on big potential gains, excitement over the “hot stock” everyone’s talking about, or the optimistic belief that a company’s recent growth means more is coming—these can all influence an investor’s decision-making process. When a well-known company finally goes [&hellip;]]]></description>
		<enclosure url="https://wealthtender.com/wp-content/uploads/2026/07/ipo.jpg" length="1957389" type="image/jpeg" />	</item>	
<item>		
	<pubDate>Sun, 19 Jul 2026 18:56:27 +0000</pubDate>
	<guid>https://wealthtender.com/local/co/aspen-financial-advisors/</guid>
	<title>Looking for a Trusted Financial Advisor in Aspen, Colorado?</title>
	<link>https://wealthtender.com/local/co/aspen-financial-advisors/</link>
	<description><![CDATA[Discover financial advisors trusted by residents of Aspen, Colorado in the only local directory featuring 5-Star Certified Advisor Review™&nbsp;recipients and Wealthtender Voice of the Client Award™ winners—recognition earned for exceptional client feedback. Compare fiduciary, fee-only advisors, CFP® professionals, and specialists to find the right fit for your unique financial needs. Whether you have lived in [&hellip;]]]></description>
		<enclosure url="https://wealthtender.com/wp-content/uploads/2022/07/Local-Guide-Small-Town.jpg" length="71020" type="image/jpeg" />	</item>	
<item>		
	<pubDate>Tue, 14 Jul 2026 02:29:11 +0000</pubDate>
	<guid>https://wealthtender.com/insights/financial-planning-for-a-childs-college-how-to-start-without-the-stress/</guid>
	<title>Financial Planning for a Child&#8217;s College: How to Start Without the Stress</title>
	<link>https://wealthtender.com/insights/financial-planning-for-a-childs-college-how-to-start-without-the-stress/</link>
	<description><![CDATA[So I get some version of this question in almost every meeting with parents. &#8220;How do we even start financial planning for a child&#8217;s college?&#8221; And honestly, it usually comes with a little bit of tension in the voice, because college costs feel like this enormous, moving target. Keep in mind, though, that this is [&hellip;]]]></description>
		<enclosure url="https://wealthtender.com/wp-content/uploads/2026/07/planning-for-college.jpg" length="1773833" type="image/jpeg" />	</item>	
<item>		
	<pubDate>Mon, 13 Jul 2026 20:29:27 +0000</pubDate>
	<guid>https://wealthtender.com/iid/the-missing-link-to-organic-growth-ideal-customer-profiles/</guid>
	<title>The Missing Link to Organic Growth &#8211; Ideal Customer Profiles</title>
	<link>https://wealthtender.com/iid/the-missing-link-to-organic-growth-ideal-customer-profiles/</link>
	<description><![CDATA[[To continue our coverage on the Organic Growth Crisis in Wealth Management, we spoke with Jeremi Karnell, Chief Product Officer of VastAdvisor &#8211; an AI-powered organic growth platform designed specifically for RIAs and wealth enterprises. We are happy to publish his guest article, which explores and uncovers the underlying reasons and structural problems with traditional industry growth models and the [&hellip;]]]></description>
		<enclosure url="https://wealthtender.com/wp-content/uploads/2024/08/Institute-for-Innovation-Development-Article-Cover.png" length="9005" type="image/png" />	</item>	
<item>		
	<pubDate>Thu, 09 Jul 2026 15:28:40 +0000</pubDate>
	<guid>https://wealthtender.com/answers/ask-an-advisor-were-in-our-late-50s-and-plan-to-retire-in-the-next-several-years-downturn/</guid>
	<title>Ask an Advisor: We&#8217;re in our late 50s and plan to retire in the next several years, but most of our savings is in the market. How do we protect our wealth from a downturn this close to retirement?</title>
	<link>https://wealthtender.com/answers/ask-an-advisor-were-in-our-late-50s-and-plan-to-retire-in-the-next-several-years-downturn/</link>
	<description><![CDATA[Ask an Advisor: We&#8217;re in our late 50s and plan to retire in the next several years, but most of our savings is in the market. How do we protect our wealth from a downturn this close to retirement? The risk you’re describing has a name: sequence-of-returns risk. It’s one of the biggest risks facing [&hellip;]]]></description>
		<enclosure url="https://wealthtender.com/wp-content/uploads/2024/05/Hazel-Secco.png" length="674387" type="image/png" />	</item>	
<item>		
	<pubDate>Thu, 09 Jul 2026 15:02:27 +0000</pubDate>
	<guid>https://wealthtender.com/answers/ask-an-advisor-in-our-mid-50s-retire-in-about-ten-years-tax-planning/</guid>
	<title>Ask an Advisor: My husband and I are in our mid-50s and hope to retire in about ten years. What should our tax planning look like as we approach retirement?</title>
	<link>https://wealthtender.com/answers/ask-an-advisor-in-our-mid-50s-retire-in-about-ten-years-tax-planning/</link>
	<description><![CDATA[Ask an Advisor: My husband and I are in our mid-50s and hope to retire in about ten years. What should our tax planning look like as we approach retirement? Such a great question, and an important one that often goes unasked because most of us focus too much on the investment performance side. Most [&hellip;]]]></description>
		<enclosure url="https://wealthtender.com/wp-content/uploads/2024/05/Hazel-Secco.png" length="674387" type="image/png" />	</item>	
<item>		
	<pubDate>Thu, 09 Jul 2026 13:07:29 +0000</pubDate>
	<guid>https://wealthtender.com/insights/how-to-protect-your-money-from-crypto-pig-butchering-scams/</guid>
	<title>How to Protect Your Money From Crypto &#8220;Pig Butchering&#8221; Scams</title>
	<link>https://wealthtender.com/insights/how-to-protect-your-money-from-crypto-pig-butchering-scams/</link>
	<description><![CDATA[It&#8217;s sometimes hard to keep track of all the different ways criminals scam people out of money.&nbsp;Financial fraud&nbsp;is only getting worse every year. There is one type of scam that is getting more popular and is resulting in financial losses for millions of people. It&#8217;s called pig butchering. Don&#8217;t let the goofy name fool you. [&hellip;]]]></description>
		<enclosure url="https://wealthtender.com/wp-content/uploads/2026/07/crypto-scam.jpg" length="2281130" type="image/jpeg" />	</item>	
<item>		
	<pubDate>Thu, 09 Jul 2026 13:00:02 +0000</pubDate>
	<guid>https://wealthtender.com/insights/using-the-rule-of-55-to-retire-early/</guid>
	<title>Using the Rule of 55 to Retire Early</title>
	<link>https://wealthtender.com/insights/using-the-rule-of-55-to-retire-early/</link>
	<description><![CDATA[The “Rule of 55” is a useful tool for early retirement. However, retiring early is a relatively new concept, so the mechanics of withdrawing funds from retirement accounts can be a little complex. If you know the rules and exceptions, you can easily patch together a penalty-free withdrawal strategy to fund your retirement. We want [&hellip;]]]></description>
		<enclosure url="https://wealthtender.com/wp-content/uploads/2026/07/rule-of-55.jpg" length="1870304" type="image/jpeg" />	</item>	
<item>		
	<pubDate>Mon, 06 Jul 2026 13:15:12 +0000</pubDate>
	<guid>https://wealthtender.com/insights/financial-planning/employer/delta-airlines-benefits-career-advice/</guid>
	<title>Find Financial Advisors for Delta Air Lines Employees &#038; Executives: Q&#038;A Insights from the Experts</title>
	<link>https://wealthtender.com/insights/financial-planning/employer/delta-airlines-benefits-career-advice/</link>
	<description><![CDATA[Looking for a financial advisor who specializes in working with Delta Air Lines employees? You’re in the right place. Below, you’ll find advisors who understand Delta Air Lines benefits and compensation — along with their answers to common financial questions from Delta Air Lines employees and executives. Whether you recently joined Delta Air Lines or [&hellip;]]]></description>
		<enclosure url="https://wealthtender.com/wp-content/uploads/2025/09/Delta-Airlines-Financial-Advisor.jpg" length="1730762" type="image/jpeg" />	</item>	
<item>		
	<pubDate>Wed, 01 Jul 2026 21:48:12 +0000</pubDate>
	<guid>https://wealthtender.com/iid/global-energy-investing-long-term-secular-trends/</guid>
	<title>Global Energy Investing &#8211; Long-Term Secular Trends</title>
	<link>https://wealthtender.com/iid/global-energy-investing-long-term-secular-trends/</link>
	<description><![CDATA[[The global energy markets are under increasing strain due to the heightened risks from geopolitical actions, supply disruptions, and price volatility. Beyond this current reality, investing in the global energy markets offers great long-term growth potential for an investment portfolio. Capturing this opportunity, though, requires a deeper knowledge of the particular dynamics and complex drivers [&hellip;]]]></description>
		<enclosure url="https://wealthtender.com/wp-content/uploads/2024/08/Institute-for-Innovation-Development-Article-Cover.png" length="9005" type="image/png" />	</item>	
<item>		
	<pubDate>Tue, 30 Jun 2026 20:05:56 +0000</pubDate>
	<guid>https://wealthtender.com/insights/estate-planning-for-blended-families-the-discussions-behind-the-documents/</guid>
	<title>Estate Planning for Blended Families: The Discussions Behind the Documents</title>
	<link>https://wealthtender.com/insights/estate-planning-for-blended-families-the-discussions-behind-the-documents/</link>
	<description><![CDATA[Most people think estate planning is about money, but it isn&#8217;t. What it’s really about is clarity around how the people you love are cared for and that your wishes are understood when you&#8217;re no longer here to explain them yourself.&nbsp; For couples coming together mid-story, that clarity matters even more. A stepfamily carries layered [&hellip;]]]></description>
		<enclosure url="https://wealthtender.com/wp-content/uploads/2026/06/estate-planning-blended-families.jpg" length="2280326" type="image/jpeg" />	</item>	
<item>		
	<pubDate>Tue, 30 Jun 2026 12:44:14 +0000</pubDate>
	<guid>https://wealthtender.com/local/ca/simi-valley-financial-advisors/</guid>
	<title>Looking for a Trusted Financial Advisor in Simi Valley, California?</title>
	<link>https://wealthtender.com/local/ca/simi-valley-financial-advisors/</link>
	<description><![CDATA[Discover financial advisors trusted by residents of Simi Valley, California in the only local directory featuring 5-Star Certified Advisor Review™ recipients and Wealthtender Voice of the Client Award™ winners—recognition earned for exceptional client feedback. Compare fiduciary, fee-only advisors, CFP® professionals, and specialists to find the right fit for your unique financial needs. Whether you have lived [&hellip;]]]></description>
		<enclosure url="https://wealthtender.com/wp-content/uploads/2022/07/Local-Guide-Small-Town.jpg" length="71020" type="image/jpeg" />	</item>	
</channel>
</rss>