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:

5 Black Podcasts Dealing with Mental Health You Need to Know

african american woman outside with earbuds and mobile phone

Whether as an outcome of the pandemic or a more general evolution of our culture, conversations about mental health are no longer taboo. Inspired by professional athletes and high profile entertainment figures, Americans are increasingly willing to talk openly about mental health challenges. That’s the good news. The bad news is that, according to the […]

5 Advanced Personal Finance Resources

couple reviewing financial budget

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 on track. If you have debt, surely you have quantified the most efficient debt payoff […]

Year-End Money Moves

african american female at laptop

It’s that time of the year when thoughts turn not just to the football season and holiday plans but to year-end financial moves. As much as you might want to focus your attention on other matters, the personal finance calendar demands your attention right now. Unsurprisingly, we need to start with taxes. December 31 is […]