Senior Financial Guide

Lisa W.

Accredited Financial Counselor®

Chartered Retirement Planning Counselor℠

I love being a Financial Guide because I enjoy making the seemingly complex simple. It's tremendous fun to help someone solve a financial planning puzzle.

Blog Posts

Happy 529 Day! – An Excerpt from Our Dashboard

It’s 529 Day! Get it? (Yeah, it took me a moment too…) Despite their increasing popularity, studies continue to show...

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More Good News for Federal Student Loan Borrowers!

On April 19, the Department of Education announced new measures that will greatly expand the number of federal student loan...

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Savings Game

Everyone loves a game of some sort or another. Me? I love a savings challenge game! When your savings muscle...

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Considering Using a Non-Qualified Account to Save for Retirement?

There is a certain investing app (I’m not naming names) that has become pretty popular lately. I have no opinion...

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401(k) vs IRA: Basic Differences

Humans share 90% of their DNA with mice, cattle, dogs and elephants. Similarly, 401(k) accounts and IRAs (Individual Retirement Accounts)...

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True Stability

The dictionary defines “stability” as “the strength to stand or endure.” Think carefully about each of those words and how...

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The Long Term Care Decision

In the world of personal finance planning, there are few things that cause more anxiety than estate planning. Determining the...

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What is a Robo-Advisor?

As part of the continuing series, “Why Robots Will Soon Rule the Earth”, I bring you robo-advisors. A robo-advisor is...

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Preparing for Student Loan Repayments to Return

Yes, they will come back (eventually). Payments on federal student loans, on pause since the spring of 2020, will resume...

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