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.
Lisa Whitley — From the “Silver Linings” file cabinet, you have undoubtedly noticed that as the economy takes a downward...
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Lisa Whitley — You have heard it before, and so forgive me for repeating the point: When you pay with...
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Lisa Whitley — Tax season is here and so thoughts turn to...dependents. (Presumably, you are always thinking about your beloved...
Lisa Whitley — As our final installment in this short series of articles, we'll wrap up exploring the differences between common...
Lisa Whitley — For this short series of articles, we'll explore the differences between common financial vehicles. Maybe you know already,...
Lisa Whitley — Well, look at you! All signed up for your workplace retirement account and saving for the future!...
Lisa Whitley — Quick question: If you are behind in paying your bills — your mortgage/rent, credit cards, student loan— which...
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Lisa Whitley — I recently asked a good friend what personal finance question was top of her mind these days. Her...
Lisa Whitley — Among the assortment of options for “specialized” savings accounts — for retirement, education, health expenses, dependent care —...
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