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, …
What is a Financial Coach? (and How to Find the Right One for You)
The psychological aspect of your money is really important to address in financial coaching for most people. A financial coach can provide you with exercises to give insights into your money mindset so that together you can discover ways to shift toward the mindset you want in order to meet your financial goals.
What is an Accredited Investment Fiduciary (AIF)? - Wealthtender
The Accredited Investment Fiduciary (AIF) is a designation for professionals who are well-versed in fiduciary responsibility and meet the Global Fiduciary Standard of Excellence. They can serve as a valuable resource to both individual advisors and investors. Let’s take a closer look at what this designation is, what it takes to earn it, and ...
What Is a Family Office: A Comprehensive Deep Dive
At its core, a family office is a unique entity tailored to manage the comprehensive financial affairs of the ultra-affluent. A family office is essentially a financial advisory firm specifically tailored toward rich people. Jorey Bernstein, a Financial Planner at Bernstein Investment Consultants, says, “A family office is a private wealth ...
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Master of Financial Planning and Analytics (MFPA) (1) Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) (1) Public Service Loan Forgiveness (PSLF) Advising (6) 📍Double-click or pinch pins to view more. Jason McWilliams, CPA, CFP® JRM Tax & Wealth Management, LLC Personalized financial advice with a focus on tax planning.
The $2 Billion Wells Fargo Settlement: How to Claim What You’re …
In its role as a federal watchdog, the Consumer Financial Protection Bureau (CFPB) whacked Wells Fargo with a $3.7 billion penalty in December 2022 — with $2 billion due to consumers. “Wells Fargo’s rinse-repeat cycle of violating the law has harmed millions of American families,” said CFPB Director Rohit Chopra at the time.
What is Wealthtech? Technology Tools for Advisors and Wealth …
Wealthtech companies are helping financial advisors and wealth management firms achieve faster and more profitable growth. Financial advisors and wealth management firms today are inundated with promising technology solutions that streamline client data, optimize portfolios, improve marketing effectiveness, and provide seamless back-end processes.
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You’ll find hundreds of articles on Wealthtender, plus directories of personal finance blogs and podcasts that offer the information and you need to make smarter money moves. Find the right financial advisor for you with Wealthtender. Read reviews and book an introductory call with a nearby or specialist advisor.
Get to Know Certified Exit Planning Advisors and Find a CEPA
The Certified Exit Planning Advisor (CEPA) is a unique designation for financial professionals who advise business owners on how to sell or transition their business successfully, a strategy referred to as ‘ exit planning ’. The CEPA designation was established in 2007 by the Exit Planning Institute (EPI), a company focused on educating ...