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:
Things Parents Tell Their Millennial Kids About Money (And What Should Happen Next)
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Things Parents Tell Their Millennial Kids About Money (And What Should Happen Next)

Let’s start by addressing the elephant in the room. The term “millennial” is problematic. Firstly, it encompasses a broad age range (persons born 1982 to 2002) with a multiplicity of divergent experiences and life circumstances. Secondly, for some, it’s an…

5 Advanced Personal Finance Resources
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5 Advanced Personal Finance Resources

You have mastered the basics. You’ve sorted through the many budgeting and spending tracking apps and found the one that works for you. You’ve even used one of the myriads of online calculators to determine if your retirement savings are…