Threads Instagram

Author: Lisa Whitley, AFC®, CRPC®

Article written by Lisa Whitley, AFC®, CRPC®. Lisa is an Accredited Financial Counselor® and Chartered Retirement Planning Counselor® who has conversations every day about money with people from all backgrounds. After a long career in international development, she brings a cross-cultural dynamic to her current work to help individuals and families achieve financial wellness. Find Lisa at:

Let’s Talk About Life Insurance

photo taken from behind an african american couple sitting in sand on beach as children play in the background

This isn’t an article about life insurance. I mean, of course, it is. But mostly this is an article about evaluating sources of risk in your financial wellbeing, and how addressing those risks can lead you to greater peace of mind. Now let’s talk about life insurance. For openers, do you need life insurance? Not […]

Cost of Mental Health Help

patient and therapist in mental health session

Recent research finds that 1 in 5 Americans experience some form of mental illness, a statistic certainly influenced by the Covid crisis. However, an encouraging outcome of the pandemic has been increased momentum behind the trend of Americans being more willing to speak openly about mental health challenges. With that said, according to 2021 research […]

Are You Overthinking Financial Decisions?

overthinking financial decisions

Humans are a mass of contradictions, and nowhere does that play out more obviously than in the arena of personal finance. In the effort to optimize to the nth degree, many otherwise rational beings fall victim to “overthinking” their finances, analyzing tactics that at the end of the day, have only a negligible effect on […]