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From 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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From the Lifewise Blog

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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From the Lifewise Blog

To MBA or Not to MBA? That is the Question
Published on May 3, 2016

It’s a question that so many motivated, young professionals face as they continue to progress through the early stages of their careers—should I go back to school to get my MBA or should I not?

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From the Lifewise Blog

So Am I on Track for Retirement?
Published on June 8, 2016

“So, am I on track?” It’s a question that frequently comes up during money conversations with young professionals and one that can rarely be answered with a simple “yes” or “no.”

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From the Lifewise Blog

5 Ways to Maximize Your Tax Refund as a Young Professional
Published on April 12, 2016

For many young professionals tax time comes with something slightly more exciting than taxes themselves and that’s the nice tax refund, or seemingly free money, that the government returns to you once your taxes have been filed. We outline five critical considerations for how to best utilize this money.

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