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Meet Lisa Whitley

Next up in our ‘Meet the Expert’ series is our Senior Financial Guide, Lisa Whitley, Accredited Financial Counselor®, Chartered Retirement Planning Counselor®.  She lives in...

Blog Posts

The Your Money Line Team Answers: What to do When you get Hit with a Financial Double Whammy.

This has been quite the year with my health. I'm in the middle of settling a lawsuit from a car...

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The Your Money Line Team Answers: In my mid-50s, should paying off my house be a priority?

I just turned 54 and will likely pay off my home in just over 2 years if I continue to...

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The Your Money Line Team Answers: Overwhelmed with student loan debt, where do I go from here?

The following is an anonymous question submitted to Your Money Line and was answered by one of our highly-trained Financial...

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The Your Money Line Team Answers: Realistically, how can I handle my loss of wages from the government shutdown?

The following is an anonymous question submitted to Your Money Line and was answered by one of our highly-trained Financial...

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The Your Money Line Team Answers: How do I plan for grad school while working full-time?

The following is an anonymous question submitted to Your Money Line and was answered by one of our highly-trained Financial...

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Focusing on the 401K Will Frustrate Your Employees

Focusing too hard on 401k education can definitely kill your employees' morale, and make them resent you in a roundabout...

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When Financial Wellness Workshops Go Wrong

Financial workshops in the workplace can be awful. In fact, more often than not, they are awful. They’re boring, inefficient...

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Why One-Shot Financial Wellness Programming Doesn’t Work

Financial wellness is a commitment—on the part of both the employer and the employee. When it’s done correctly, financial wellness...

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The End Game Must Be Financial Wellness

Something unfortunate has happened to Financial Wellness in the workplace, even though it's merely an infant in the world of...

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