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Find Your Next Financial Advisor on Wealthtender. 📍 Click on a pin in the map view below for a preview of financial advisors who can help you reach your money goals with a personalized plan. Or choose the grid view to search our directory of financial advisors with …
Health Is Wealth: What It Means and Why It’s True
Health Equals Happiness Equals Wealth. The phrase “money can’t buy happiness” isn’t true. The widely-cited 2010 Princeton study demonstrated this when they found a) low incomes worsen emotional pain and b) emotional well-being increases as your annual income rises to $75,000 (at which point happiness stops going up as you earn more).. So if you want to be happy, …
Looking for a Financial Advisor Cryptocurrency Specialist?
Q: How do I assess my risk tolerance and investment goals when considering cryptocurrencies? Bryan: We think crypto should be viewed as just another risk asset within the context of an overall portfolio. Whenever we onboard a client we do an intake survey to get a sense of willingness and ability to invest in crypto. Long term we believe in the space but at the same time we …
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The DINK Lifestyle: What Is It and Why Do People Choose It?
The Rise of “Dual Income No Kids” Couples. Becoming a “dual income no kids” married or cohabiting couple is increasingly popular. For example, a recent survey from Pew Research found that 44% of non-parents aged 18 to 49 are unlikely to have kids these days and that 74% of parents in the same age range are unlikely to have any more.. Additionally, according to the …
Old Money vs New Money - Wealthtender
What is New Money? New money is also referred to as the nouveau riche (or “new rich”).These people did not inherit money but earned it themselves. They are often considered self-made billionaires or millionaires.. These individuals and families often have a different kind of background than those with old money and may have grown their wealth via emerging …
The $2 Billion Wells Fargo Settlement: How to Claim What You’re …
The Final Verdict and Settlement . On December 20, 2022, Wells Fargo was found to have illegally assessed fees and interest charges on auto and mortgage loans, misdirected loan payments, and wrongly repossessed consumers’ cars.
What is a Financial Coach? (and How to Find the Right One for You)
Brian Thorp is the founder and CEO of Wealthtender and Editor-in-Chief. Prior to founding Wealthtender, Brian spent nearly 22 years in multiple leadership roles at Invesco.
Looking for an Hourly Financial Advisor? - Wealthtender
Q: When does it make sense for me to consider hiring a financial advisor who charges an hourly rate? Ryan: Hourly (or time-based) advice is highly flexible. It tends to make sense for someone who can self-implement recommendations, someone who is hands-on when it comes to their personal finances.