About WealthFinance

A research-first approach to personal finance content

WealthFinance is an independent editorial and tools platform. We are not a bank, broker, or registered investment advisor — we build frameworks and calculators grounded in publicly available data.

Research notes and analytics representing WealthFinance's editorial process

METHODOLOGY

How a framework makes it onto the site

Each framework starts from an established, widely referenced financial model — not an original invention — and is checked against current federal thresholds and standard industry ratios before publication.

01Identify a model already used by practitioners or regulators.
02Verify the underlying figures against primary sources.
03Build any calculator using the disclosed, auditable formula.
04Review periodically as thresholds and market data change.

GOVERNANCE

The standards behind the content

Editorial Independence

No paid placements. No institution is featured for compensation.

Research Standards

Claims are traced to primary or well-established secondary sources.

Data Interpretation

Figures are presented as ranges and estimates, not guarantees.

Transparency

Every calculator discloses its formula in plain view.

ETHICS

What we commit to

Disclose the assumptions behind every framework
Avoid promising specific investment outcomes
Correct published figures when thresholds change
Keep tools free and free of paid placement

SCOPE

What WealthFinance is not

WealthFinance is not a licensed financial advisor, bank, broker-dealer, or government agency, and does not provide personalized investment, tax, or legal advice. Content is general reference; individual circumstances vary, and readers should confirm decisions with a qualified professional or their financial institution.

Questions about a framework or a figure?

Reach the advisory desk and we'll point you to the underlying source.

Contact Us