Pensions, also known as “defined benefit” or “DB” plans, are a dying breed of retirement plans. In the 1970s, over 60 percent of private-sector retirement plan participants had a pension. Fast forward ...

Referred to as the “NAIFA Nation”, a very engaged and diverse association membership of insurance, accounting, legal, and financial advisors was recently brought together for NAIFA’s 2024 Conference ...

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. With over 25 years in the ...

Find the best financial coach for your individual needs. Learn what a financial coach is and how they can help you achieve ...

Texas Wall Street Women, Programming Committee Chair (Austin) | Women Mentoring Women & Sophomore Development Program Mentor, ...

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Have you ever had a 3-day weekend and thought, “Wow, I’d like to do this all the time?” If so, then this is for you. I help entrepreneurs and business owners Make More Money… In Less Time… Doing What ...

Garrett Harper is a fiduciary financial planner for business owners. He works side by side with entrepreneurs to put time back on their side, by organizing their financial life, providing insight and ...

But it may be managed by someone else. Your financial advisor. He or she may be the one determining your portfolio’s asset allocation, picking specific investments, and calling the shots on trades.

Nathan Mueller guides people on how to overcome money challenges, grow their wealth, and understand the intricacies of their personal financial circumstances. Nathan is the founder, principal ...

Ask an Advisor: How can a person (or couple) in their 60s approach estate planning in a way that balances family needs with charitable giving? Many people dream of making a lasting impact, and for ...