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Do the math on pension payout

You’re 62 years old. You have a choice. You can either receive $30,000 every year for the rest of your life (and your life alone)....

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Can You Ace the FINRA Financial Literacy Quiz?

Can you ace the FINRA financial literacy quiz? In 2009, the Financial Industry Regulatory Authority (FINRA) developed a six question...

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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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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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What’s the Difference? Index Fund vs ETF

Lisa Whitley — For this short series of articles, we'll explore the differences between common financial vehicles. Maybe you know already,...

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Asset Allocation vs Diversification: What’s the Difference?

It is hard to navigate the world of investing as a consumer. The jargon in the world of personal finance...

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What’s the Difference? Risk Capacity vs. Risk Tolerance

Lisa Whitley — As our final installment in this short series of articles, we'll wrap up exploring the differences between common...

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Know Thyself: What Kind of Investor Are You?

Lisa Whitley — As is so often the case, the ancient Greeks said it first and said it best: “Know thyself.” And...

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