Kristen Ahlenius — If you’re familiar with the college space – whether as a borrower, lender, parent, student, or partner – you’re likely aware of the burden of student loans. The cost of higher education keeps rising and families every day sign for...
Lisa Whitley — As our final installment in this short series of articles, we’ll wrap up exploring the differences between common financial vehicles. Maybe you know already, perhaps you don’t; either way a rising tide lifts all boats! What is the difference...
Lisa Whitley — For this short series of articles, we’ll explore the differences between common financial vehicles. Maybe you know already, perhaps you don’t; either way a rising tide lifts all boats! What is the difference between asset allocation and...
Lisa Whitley — For this short series of articles, we’ll explore the differences between common financial vehicles. Maybe you know already, perhaps you don’t; either way a rising tide lifts all boats! So, what is the difference between… an index...
Lisa Whitley — Well, look at you! All signed up for your workplace retirement account and saving for the future! But should you be doing something more? Specifically, should you add an Individual Retirement Account (IRA) to the mix? Possibly… If you reached the limit...
Lisa Whitley — Quick question: If you are behind in paying your bills — your mortgage/rent, credit cards, student loan— which one do you worry about the most? If you said, “mortgage/rent,” then you are in line with what most people similarly...
Lisa Whitley — It’s that time of the year when thoughts turn to…income tax refunds. And more specifically, how you might use that refund. According to the IRS, the average size of a federal tax refund for the 2019 filing year was $2,841. For many households, a...
“I’m getting ready to buy a new (to me) car. I’ve saved up some money for a down payment, I know how much car I can afford, and I have a pretty good idea of what car I want. I feel like I’m ready to head to the dealership. My question – How do I know where...
Lisa Whitley — If you have kids, likely you have given consideration to the question “How will I pay for their college education?” It could be a fairly straightforward answer were it not for the fact that you may still be paying off loans from your own education....
Lisa Whitley — I recently asked a good friend what personal finance question was top of her mind these days. Her response was one that sounded pretty familiar: “If I am behind on saving for retirement, should that be my first priority? Or should I prioritize a larger...
