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Popular on the Lifewise Blog

Active Decisions in a Passive Investing World
Published on March 21, 2017

The movement to low-cost, passive investing is real, as evidenced by the billions of assets flowing from funds attempting to actively beat their benchmark, to those vehicles that recognize the near implausibility of such a feat and simply work to track their respective benchmark.

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Popular on the Lifewise Blog

Four Investment Myths Revealed
Published on January 12, 2017

Wall Street, the media and Hollywood have done a masterful job convincing young professionals and investors across all spectrums that being a great investor is something reserved only for the smartest and brightest minds.

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Popular on the Lifewise Blog

How Much Life Insurance Do I Need as a Young Professional?
Published on November 22, 2016

One of the most common questions we hear from the young professionals we work with is “how much life insurance do I need as a young professional?” This question and ultimately the answer are increasingly important for young professionals, especially as big life events like marriage and children occur.

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Popular on the Lifewise Blog

11 Reasons to Hire a Financial Planner
Published on October 4, 2016

We’ve written before about the intangible benefits of financial planning and how it can be difficult for young professionals who have not gone through the process of building a financial plan to fully grasp its benefits. Which is why in today’s blog we’ll outline 11 reasons to hire a financial planner using real life examples of ways individuals have benefited tremendously from the planning process.

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Popular on the Lifewise Blog

What to Do With Your Old 401(k)?
Published on September 13, 2016

Job changes are increasingly relevant to today’s young professionals, and with them comes the inevitable decision around what to do with your old 401(k). Do you leave it in your old company’s plan or take it with you to your new employer? Should you roll the money into an IRA or cash out the balance?

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What John Oliver Revealed About the Financial Services Industry
Published on June 21, 2016

John Oliver and his hit HBO show, Last Week Tonight, took aim at the financial services industry recently and the video has gone viral. He does a fantastic job of calling out many of the things that are inherently wrong with the financial services industry.

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Popular on the Lifewise Blog

What Exactly is Financial Planning?
Published on June 14, 2016

When you go to the car dealer to buy a car, you almost inevitably drive away with a big tangible reminder of what you just exchanged a lump sum of money for. Same thing when you go to the mall, get a haircut, buy groceries, the list goes on. Whatever it is, there is a tangible reminder of exactly what you purchased with your hard earned money. Unfortunately financial planning isn't a tangible thing, but it remains incredibly valuable.

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Meet the Lifewise Team

“We started Lifewise in 2015 because young professionals require different things out of their financial advisor to be successful. We offer financial planning that is transparent, collaborative and focused on issues relevant to you." –Matt Cosgriff, Certified Financial Planner at Lifewise

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We promise to never: talk using industry jargon. | use fax machines. | charge hidden commissions. | refer you to a call center. | talk first, then listen. | tell you it's "free" if it's not.

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