Wealthtender

Hello and welcome to Wealthtender! If you've been using popular search engines recently, you might have felt the irritation of seeing ads take over the space where useful information should be. Every day, millions search online for trustworthy advice on financial matters, and at Wealthtender, our goal is to alleviate that frustration. We want to help everyone live a more enjoyable life with less financial worry. With Wealthtender, you'll spend less time sifting through endless search results and more time discovering reliable financial professionals and educators dedicated to helping you lower financial stress, enhance your financial well-being, and build your wealth. Whether you’re considering hiring a financial advisor or coach, or want to browse our lists of blogs, podcasts, online courses, and nonprofit resources, you can explore at your own pace—there’s no pressure. You’ll find financial experts and educators with diverse backgrounds and insights, giving you plenty of options to choose from. Plus, with ratings and reviews from their clients and followers, you'll get a clear picture of how these providers have built their trusted reputations. We’re just beginning our journey to support people in enjoying life with less money-related stress. If you have any feedback or suggestions on how we can enhance Wealthtender, I would love to hear from you. Feel free to reach out anytime! And for financial advisors or educators interested in becoming part of the Wealthtender Financial Network, please contact me. I look forward to hearing from you soon! Thank you for visiting.

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Articles

Financial Tools to Help Blended Families Stay in Sync

2 weeks ago | wealthtender.com | Brian Peterson

It’s hard to imagine that just 15 years ago, the phrase “there’s an app for that” changed the whole smartphone landscape. Considering the sheer volume of apps available for all kinds of devices today (phones, tablets, e-readers, smart TVs, computers, and more), it should come as no surprise that even your financial life can benefit from recent advancements in technology.
Enterprise-Transforming Digital Vaults Driven by AI and Private LLMs

2 weeks ago | wealthtender.com | Bill Hortz

[The rate of speed of financial technology development and its deepening applications continues to accelerate through a unique alchemy of tech firms now constantly integrating other or even newer tech to further enhance their value.
How an AI Agent Evolved into a Comprehensive AI Practice Management Platform

2 weeks ago | wealthtender.com | Bill Hortz

[The accelerating rate of AdvisorTech innovation is truly breathtaking. No sooner than a new tech tool appears, it starts an inexorable climb of new enhancements and iterations (2.0, 3.0, 4.0…) with creative technologists developing an ever-increasing and widening array of capabilities and applications. Nowhere is this more apparent than in the critical areas of data management and AI technology, as we are still in their early stages of development.
Reconfiguring Wealth Management into a Shared Tech and Business Solutions Ecosystem

4 weeks ago | wealthtender.com | Bill Hortz

[A business operating environment being driven by a “compounding” rate of industry change, as we have today, necessitates both a wide-scale operational and fundamental strategy reappraisal. Increasingly, we are realizing that a transformation is needed in the traditional “way of doing business” into a more scalable, flexible, and ongoing dynamic approach to, not just survive rapid change, but be able to harness it successfully for competitive advantage.
Valuable Insights From the Simple Path to Wealth

1 month ago | wealthtender.com | Karen Banes

The Simple Path To Wealth by J. L. Collins is creating quite a buzz in the personal finance space. As you might expect from the title, it is — at its core — an incredibly simple book. It offers a three-step path to wealth based on living within your means, avoiding debt, and wise investing. This core advice in this book is so obvious many might decide to skip it entirely.
Five Financial Hacks for Brand New Parents

1 month ago | wealthtender.com | Karen Banes

Welcoming a new baby? There’s a lot to do, from packing the hospital bag to preparing the nursery. So it’s understandable if preparing financially sometimes takes a back seat. Here are five important financial moves to make if you’re expecting a baby. Health insurance is a major household expense for most Americans, and having a new baby means your insurance needs have automatically changed.
Your Spotify Benefits & Career: Financial Planning for Employees and Executives

1 month ago | wealthtender.com | Brian Thorp

Employer By Brian Thorp Brian Thorp is the founder and CEO of Wealthtender and Editor-in-Chief.
The Long Road to Financial Unity: Planning a Life That Grows With You

1 month ago | wealthtender.com | Brian Peterson

Pursuing your financial goals isn’t about reaching a single endpoint—it’s about committing to steady progress along a path that’s often unpredictable. As you and your spouse continue building a beautiful life for your blended families, the road to financial success is rarely going to follow a straight line. Instead, it’s filled with unexpected turns, challenges, and opportunities.
What Are Tariffs? Three Ways They Can Hurt Your Wallet

1 month ago | wealthtender.com | Opher Ganel

Assuming you haven’t been hiding under a rock throughout the first part of 2025, you’ve heard the word on the news or seen it online. All. The. Time. Tariffs. The president even coined a patriotic name for the kickoff date of his tariff barrage – April 2, 2025 – “Liberation Day.”But what are tariffs? Tariffs are nothing more than an import duty or tax that the government charges on imported goods.
Synapse 2025 - the State of FinTech and the Startup Ecosystem

1 month ago | wealthtender.com | Bill Hortz

The Tampa Bay region has had a significant head start in building an entrepreneurial startup ecosystem. Since 2017, the annual Synapse Summit has strategically positioned itself and successfully engineered a premier Tampa Bay, Florida-based hub and rallying point for entrepreneurs, innovators, universities, business leaders, entrepreneurial service organizations (ESOs), and local/state government agencies to help drive engagement towards accelerating innovation across the state.