The Wealthtender Guide to
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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.
Trending Articles in Your Career & Making Money
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
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 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)
Your job comes with unique financial planning challenges.
Are you making the right money moves?
How to retire in 10 years while making less than $100,000 per year.
Make the most of your employer’s 401(k) match.
Are you using your HSA all wrong?
How to juggle a job and a side hustle.
Before you hire an advisor or coach, what are those letters after their name?
What are the odds you’ll lose your job to a robot?
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Strategically Pricing your Freelance or Consulting ServicesOccupation
Financial Planning for Federal Government EmployeesMoney Management
Use a 529 Plan to Save for College (and Save Thousands of Dollars)Money Management
How a Side Hustle Lets You Reach FIRE FasterMoney Management
What is a Virtual Financial Advisor (and Why You Should Consider Hiring One)Occupation
Financial Planning for Business ExecutivesFinancial Planning
How Much Does a Financial Advisor Cost?Money Management
What is a Financial Coach? (and How to Find the Right One for You)Money Management
Pro Tips for Reaching Early Financial IndependenceOccupation
Financial Planning for Military Officers & Enlisted Personnel
When Is Enough Money Enough? A Simple Step-by-Step GuideMoney Management
Four Ways Women Can Own Their Financial PowerMoney Management
Lifestyle inflation is keeping you broke
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