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

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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Budget Billing Your Utilities

The days are shorter, and the holiday decorations are well-settled into their seasonal stations. Unfortunately, cold weather is accompanied by...

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