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Insights
What is a Chartered Advisor in Philanthropy (CAP)?
Professional Designations By Brian Thorp Brian Thorp is the founder and CEO of Wealthtender and Editor-in-Chief. Prior to founding Wealthtender,…
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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?
To make Wealthtender free for readers, we earn money from advertisers, including financial professionals and firms that pay to be…
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Your Southern Company Benefits & Career: Financial Planning for Employees and Executives
Employer By Brian Thorp Brian Thorp is the founder and CEO of Wealthtender and Editor-in-Chief. Prior to founding Wealthtender, Brian…
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Insights
Two Types Of Overconfident Investors
I started investing in individual stocks shortly after the Great Financial Crisis ended in 2009. I picked an investing strategy…
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Smart Expert Tips if You Need an Insurance Payout
To make Wealthtender free for readers, we earn money from advertisers, including financial professionals and firms that pay to be…
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3 Reasons To Take CPP At Age 70
It might seem counterintuitive to spend down your own retirement savings while deferring government benefits such as CPP and OAS…
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Looking for a Financial Advisor in Houston, Texas?
Find financial advisors in Houston, Texas, ready to help with your financial planning needs so you can enjoy life more…
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Insights
3 Reasons To Take CPP At Age 60
It’s generally not wise to voluntarily take up to a 36% reduction in income, especially if that income is paid…
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CPP Payments: How Much Will You Receive From Canada Pension Plan
Canada Pension Plan (CPP) benefits can make up a key portion of your income in retirement. Individuals receiving the maximum…
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Digital Vaults Evolution Into a Must-Have Advisor Technology
To make Wealthtender free for readers, we earn money from advertisers, including financial professionals and firms that pay to be…
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