by Brent Lyle | Jan 7, 2021 | Retirement & Investing, Savings |
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...
by Brent Lyle | Dec 9, 2020 | Basics of Investing, Psychology of Money, Retirement & Investing |
Lisa Whitley — As is so often the case, the ancient Greeks said it first and said it best: “Know thyself.” And there is no area where this axiom is more applicable than investing. You may be familiar with the concept of “risk tolerance.” When it comes to how...
by Damian Dunn | Oct 14, 2020 | Retirement & Investing |
Gayle Evezich — October is my favorite month of the year. The air is warm and crisp at the same time, fall flowers are blooming, leaves are turning, and the air has a special feel to it. It doesn’t hurt that Halloween is in October too! There’s another big...
by Damian Dunn | Sep 30, 2020 | Retirement & Investing |
Written by Lisa Whitley If you are participating in a workplace retirement program — 401(k), 403(b) or similar — good on you! And if your employer is matching your contributions, that is even more fantastic. However, employees who do not receive an employer match have...
by Damian Dunn | Aug 12, 2020 | Insurance, Retirement & Investing |
Lisa Whitley — Among the assortment of options for “specialized” savings accounts — for retirement, education, health expenses, dependent care — saving for the well-being of a disabled adult is often left behind in the discussion. The complexity of this savings goal...
by Brent Lyle | Aug 4, 2020 | Retirement & Investing, Savings, Student Loans, Student Loans & College Savings, Student Loans & College Savings |
Lisa Whitley — Have you ever read research that humans are actually pretty bad at multitasking? Instead of doing one thing well when we give it our undivided attention, we end up doing a bunch of things poorly? I am here to tell you that while this is undoubtedly true...
