The Wealthtender Guide to
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.
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 CAREER
Your job comes with unique financial planning challenges.
Are you making the right money moves?
RETIRE EARLY
How to retire in 10 years while making less than $100,000 per year.
401K
Make the most of your employer’s 401(k) match.
HEALTH SAVINGS
Are you using your HSA all wrong?
JUGGLING ACT
How to juggle a job and a side hustle.
ALPHABET SOUP
Before you hire an advisor or coach, what are those letters after their name?
TERMINATOR?
What are the odds you’ll lose your job to a robot?
Is a Financial Advisor Right for You?
Good financial advisors listen to learn your investment goals, how comfortable you are with risk and take your personal circumstances into account to then advise you on the best investment options, products and services offered by their firm based on your financial resources, needs and requirements.
Featured Financial Advisors On Wealthtender
Ryan Firth
Mercer Street Company
Bellaire, Texas
Think of us as your personal financial Sherpa on your life’s journey.
Stephanie McCullough
Sofia Financial
Berwyn, Pennsylvania
Dedicated to women on their own who want a true partner in $$ decision-making.
Deb Meyer, CFP®, CPA/PFS, CEPA
WorthyNest
Punta Gorda, Florida
Smart money strategies for faith-driven parents.
The Goff Financial Group
Houston, Texas
Fee-Only | Fully Independent | Fiduciary
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®
Could a Financial Coach or Counselor Help You Get Your Finances in Good Shape?
You may want to hire a financial coach or counselor if you feel you need to get your finances in order and learn to manage your money better. You’re not looking for specific investment advice, but rather to develop a skill set that will let you excel in the area of personal finance and money management. You may also feel you need the accountability that comes with hiring a financial coach or counselor, or that you need to change your mindset when it comes to money and wealth.
Featured Financial Coaches And Counselors On Wealthtender
Unsure where to turn?
Learn more about your options to find the best personal finance resources just right for you.
Get StartedThe Latest Articles
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Can Working Longer Help if You Don’t Expect to Be Able to Retire?
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Why a Roth IRA Is Almost Certainly Better for You Than a Traditional IRA
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Ten Things to Focus on to Achieve Financial Freedom
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Strategically Pricing your Freelance or Consulting Services
Occupation
Financial Planning for Federal Government Employees
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Use a 529 Plan to Save for College (and Save Thousands of Dollars)
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How a Side Hustle Lets You Reach FIRE Faster
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What is a Virtual Financial Advisor (and Why You Should Consider Hiring One)
Occupation
Financial Planning for Business Executives
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How Much Does a Financial Advisor Cost?
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What is a Financial Coach? (and How to Find the Right One for You)
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Pro Tips for Reaching Early Financial Independence
Occupation
Financial Planning for Military Officers & Enlisted Personnel
When Is Enough Money Enough? A Simple Step-by-Step Guide
Money Management
Four Ways Women Can Own Their Financial Power
Money Management
Lifestyle inflation is keeping you broke
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question?
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Common Questions
What is a wealthtender?
We coined the term wealthtender to describe financial professionals and educators passionate about helping others reduce financial stress and increase their wealth.
How do I find the right wealthtender for me?
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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