Are you interested in leaving a legacy through charitable donations and planned giving? A financial advisor who specializes in financial planning for people who are charitably inclined can help ensure the organizations and causes most important to you receive the maximum benefits of your philanthropy. You’ll likely find dozens of financial advisors in your community […]
We talk a lot, here at Wealthtender, about saving money and investing money, but sometimes its important to think about spending money, too, and what we spend it on. Money can’t but happiness, they say. But they’re wrong. Money can definitely buy happiness, but only if you spend it right. Here’s exactly how to […]
There is no doubt that, for most Americans, housing is one of the biggest monthly expenses, if not the biggest. It’s not just the rent or mortgage, but also the property taxes, insurance, utility bills, repairs, maintenance and other expenses. While it’s not for everyone, tiny home living has been a way to drastically […]
Parents and children can learn together about money and make intelligent financial decisions. There are some essential things that parents can teach their kids about money before they leave for college or enter the workforce. Here are some of the money lessons for high school students that I’ve found most helpful. 1. College Debt is […]
Liquid alternatives (or “alts” for short) are investment vehicles that are thought to provide diversification benefits to traditional portfolios made up of stocks and bonds. They often come in the form of exchange-traded funds (ETFs) or mutual funds. Liquid alts are directed at retail investors who cannot otherwise access areas like hedge funds and complex […]
It’s no secret that college is expensive. It can be downright prohibitive for some people. But did you know that there are ways to pay for college even if you don’t have the money? This article will discuss five different ways to pay for college without breaking the bank. So whether you’re a high school […]
Do You Know About This Epic Little $10 Million Tax Benefit? As something of a personal finance enthusiast, I was absolutely gobsmacked (does anyone actually use that word?) by this one. Imagine you get a multi-million-dollar windfall, and when it’s time to pay tax on it, Uncle Sam says, “Nah, never mind. I’m feeling generous […]
Do you want to make $1000 a month in passive income? I don’t blame you; I mean, who wouldn’t want to earn that. This article will cover investing in dividend stocks to get you to $1000 a month in passive income. What would you do with the money? Would you go on a vacation, say […]
I get it. It’s scary. Especially these days, with the S&P 500 just 2.6% off its all-time high of 4725.79 set on Dec 23, 2021 (see closing-price chart below), and with the index swinging up and down by over 1% almost daily. And seeing how bear markets can wipe out half or more of your […]