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

Renting Happily Ever After

"Everyone should buy a house." You’ve heard it, I’ve heard it. And it is wrong. Worst of all, it perpetuates...

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Can I Wave Goodbye to PMI Early?

If you recently purchased your home with less than a 20% down payment, it is fairly certain that part of...

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Interest Rates Are So Low!

“Interest rates are so low. Should I buy a house now?”   Call in FOMO. With mortgage interest rates at...

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It’s Time to Revisit Your Homeowner’s Insurance Policy

When was the last time you thought about your homeowner’s insurance policy? If you have not made a claim recently,...

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“Wait, I need how much for medical costs in retirement?!”

Recently, Fidelity came out with a study stating that the average male retiree would need $143,000 for out of pocket...

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Here’s What Happens When You Retire, By Age

According to recently published research, an increasing number of Americans aspire to retire early (some very early in fact). In...

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Heads Up: You Might Need A Roth Account, Too…

If you have a retirement account, either through your employer or on your own as an IRA, it is more...

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Curious About 401(k) Loans? Read This:

"What happens when I take a loan from my retirement account?" Whether it is to meet an urgent need or...

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Investing for Sometime Before Retirement? …POSSIBLE.

Lisa Whitley — I actually don’t believe that the most common investing question is “How do I invest for retirement?”...

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