Your Career &
Making Money

Make the most of your employee benefits.
Grow your own business.
Hire a professional or learn how to do it yourself.

It all starts with what’s most important to you.

The Lifetime Income Projections Coming to Your 401(k) Statement

Beginning in December 2021 and likely sooner, you’ll begin to hear about lifetime income projections for your 401(k) retirement plan.

The idea behind the lifetime income projection disclosure is to illustrate for you how your balance would translate into lifetime income. (Read)

Financial Planning for Real Estate Agents

Financial Planning for Real Estate Agents

If you’re a real estate agent, you know the benefits of being your own boss firsthand.

As you focus on growing your real estate business, you may unintentionally let personal matters like financial planning fall by the wayside. Since a strong financial plan is the key to a high quality of life, it’s essential to make it a priority. (Read or Listen)

Exit Planning Business Strategy

Exit Planning for Your Small Business

No matter how long you’ve been in business, what industry you’re in or how much longer you plan to work, exit planning is essential. And the sooner you get started, the better.

Exit planning can protect you, your investors and the business you’ve worked so hard to build. (Read or Listen)

RETIRE EARLY

How to retire in 10 years while making less than $100,000 per year.

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401K

Make the most of your employer’s 401(k) match.

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HEALTH SAVINGS

Are you using your HSA all wrong?

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JUGGLING ACT

How to juggle a job and a side hustle.

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ALPHABET SOUP

Before you hire an advisor or coach, what are those letters after their name?

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TERMINATOR?

What are the odds you’ll lose your job to a robot?

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Unsure where to turn?

Learn more about your options to find the best personal finance resources just right for you.

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The Latest Articles

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Are You Making This Subconscious Investing Mistake With Your 401(k)?

Kelley Long

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Financial Planning for Women by Life Stage

Katie Oelker

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Can Working Longer Help if You Don’t Expect to Be Able to Retire?

Opher Ganel

Investing

Why a Roth IRA Is Almost Certainly Better for You Than a Traditional IRA

Opher Ganel

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Ten Things to Focus on to Achieve Financial Freedom

Karen Banes

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Strategically Pricing your Freelance or Consulting Services

Opher Ganel

Occupation

Financial Planning for Federal Government Employees

Brian Thorp

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Use a 529 Plan to Save for College (and Save Thousands of Dollars)

Opher Ganel

Money Management

How a Side Hustle Lets You Reach FIRE Faster

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Money Management

What is a Virtual Financial Advisor (and Why You Should Consider Hiring One)

Brian Thorp

Occupation

Financial Planning for Business Executives

Brian Thorp

Financial Planning

How Much Does a Financial Advisor Cost?

Jacob Wade

Money Management

What is a Financial Coach? (and How to Find the Right One for You)

Brian Thorp

Money Management

Pro Tips for Reaching Early Financial Independence

Opher Ganel

Occupation

Financial Planning for Military Officers & Enlisted Personnel

Brian Thorp

When Is Enough Money Enough? A Simple Step-by-Step Guide

Opher Ganel

Money Management

Four Ways Women Can Own Their Financial Power

Kelley Long

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Lifestyle inflation is keeping you broke

Ben Le Fort

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We coined the term wealthtender to describe financial professionals and educators passionate about helping others reduce financial stress and increase their wealth.

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While other sites start by asking for your zip code, we believe you deserve to work with the financial professionals who are best for you, even if that means they don’t live nearby.

In today’s world, you can choose to work with a financial advisor or coach hundreds of miles away or a few blocks down the street. It’s up to you.

Our growing library of articles and guides will help you get to know financial professionals who specialize in working with people like you who share your interests, occupation or are experts in the services you need today.

You deserve a trusted guide who can help you reach your money goals with a personalized plan. Let’s find the right wealthtender for you.

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