About Finance Strategists

Meet the organization re-shaping the finance industry.

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Who We Are

Finance Strategists is a leading financial education organization priding itself on providing accurate and reliable financial information to millions of readers each year.

We follow strict ethical journalism practices, which includes presenting unbiased information and citing reliable, attributed resources.

Our goal is to deliver the most understandable and comprehensive explanations of financial topics using simple writing complemented by helpful graphics and animation videos.

Our writing and editorial staff are a team of experts holding advanced financial designations and have written for most major financial media publications. Our work has been directly cited by organizations including Entrepreneur, Business Insider, Investopedia, Forbes, CNBC, and many others.

Our mission is to empower readers with the most factual and reliable financial information possible to help them make informed decisions for their individual needs.

Subject Matter Experts

At Finance Strategists, we partner financial experts to ensure the accuracy of our financial content.

Our team of reviewers are established professionals with decades of experience in areas of personal finance and hold many advanced degrees and certifications.

They regularly contribute to top tier financial publications, such as The Wall Street Journal, U.S. News & World Report, Reuters, Morning Star, Yahoo Finance, Bloomberg, Marketwatch, Investopedia, TheStreet.com, Motley Fool, CNBC, and many others.

This team of experts helps Finance Strategists maintain the highest level of accuracy and professionalism possible.

Clockwork-Cory-Shea

Cory Shea

Founding Partner of Clockwork

Cory Shea is a Founding Partner of Clockwork, a private investment firm which he has co-directed since its start in 2016.

Alex_Goodman

Alex Goodman

Founding Partner of Clockwork

Alex Goodman is a private investment specialist for family offices and a Founding Partner of Clockwork.

True_Tamplin_l7xmha

True Tamplin , BSc, CEPF

CEO of UpdigitalGroup

True Tamplin is a published author, public speaker, CEO of UpDigital, and founder of Finance Strategists.

Zachary_James_gmnxop

Zachary James , Attorney at Law

Illinois Licensed Attorney

Investing isn't rocket science. With a modicum of investment knowledge and discipline, anyone can build wealth through investing. It's an honor to be able to help others add to their financial toolkit.

Selwyn_Gishen_phrx5a

Selwyn Gishen , Content Specialist

Content Specialist

Selwyn Gishen is an entrepreneur, author and small business coach.

Roger-Wohlner

Roger Wohlner , Content Specialist

Content Specialist

Roger is a seasoned financial and business writer who has written for some of the top finance publications in the nation.

Rebecca_Lake_srq4uu

Rebecca Lake , Content Specialist

CEO of Bosssinglemama.com

Rebecca Lake is a freelance writer and blogger specializing in personal finance, investing and small business.

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Rakesh Sharma , Content Specialist

Content Specialist

Rakesh is a multimedia business and technology reporter and has many years of experience in both fields.

Nate_Smith_jmnv4t

Nate Smith , MPAcc, CPA

Senior Consultant at Deloitte

Nate Smith is a Certified Public Accountant in the state of California and currently works at Deloitte and Touche, LLP for their Orange County Assurance practice.

Matt_Blackman_wbokj3

Matt Blackman , Content Specialist

Content Specialist

Matt Blackman is a technical trader, investor, author, financial analyst, and a green energy advocate.

Mark_P_Cussen_ijxdgw

Mark P. Cussen , CMFC®

Retirement Planner

Mark has over 25 years of experience in the financial industry, and has worked with investments, insurance and mortgages as well as income tax preparation and comprehensive financial planning.

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Caroline Banton , B.A., MBA

Freelance Writer

Caroline Banton, MBA, is a freelance writer of business and finance articles

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Brian O’Connell , Content Specialist

Content Specialist

Brain O’Connell is a Doylestown, Pennsylvania-based freelance writer with 17 years experience covering business news and trends

Barbara_A_Friedberg_d4unen

Barbara A. Friedberg , MBA, MS

CEO of Roboadvisorpros.com

Investing isn't rocket science. With a modicum of investment knowledge and discipline, anyone can build wealth through investing. It's an honor to be able to help others add to their financial toolkit.

Ashley_Eneriz_plg1ct

Ashley Eneriz , Content Specialist

Content Specialist

Ashley graduated from California State University North Ridge with a Bachelor of Arts degree in English language and literature.

Adam_Barone_t06r33

Adam Barone , Content Specialist

Content Specialist

Adam is extremely passionate for copywriting, brand/content content and creative directing.

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Finance Dictionary

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401(k) vs Mutual Funds

12b-1 Fees

5 Money Gifts to Give This...

12 Questions to Ask a Financial...

403(b) vs Pension Plan

403(b) Rollover to 457(b)

403(b) Rollover to IRA

403(b) Plan Termination

401(k) For Workers 70 and Older

401(k) Hardship Withdrawal vs...

403(b) Plan Pros and Cons

401(k) Plan Report

401(k) Loan Risks

401(k) Without an Employer Match

403(b) Withdrawal Options

401(k) Beneficiary Rules

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A

Are Bankruptcies Public Record?

Alternative Mutual Funds

Are Bonds Good During a Recession?

Active vs Passive Mutual Funds

Are CDs Worth It?

Annuity vs Mutual Fund

Are Financial Advisor Fees Tax...

Annuity in 401(k)

Art Investments

APR vs APY

Are Annuities Insured?

Annuity Income Planning

Are 403(b) Contributions Tax...

Asset Management vs Private Equity

Asset Management vs Property...

Annuity Claims

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B

Best Bond Funds for Retirement...

Bonds for Retirement

Bond Ladders

Bearer Bond

Benefits of Joint Bank Accounts

Benefits of Opening a Savings...

Blend Investing

Benefits of Opening a Bank...

Benefits of Having a Financial...

Bad Credit Score

Banker's Check

Business vs Personal Bank Account

Benefits of Having an Accountant

Benefits of a Student Bank Account

Budgeting Needs vs Wants

Benefits of Having a Financial...

See complete list for B terms →

C

CDs vs Treasury Bonds

Can You Sell Property Before...

Corporate Bonds

Can You File Bankruptcy Twice?

Commercial Real Estate

Can I Have Both a 403(b) and a...

CD vs IRA

Can I Get a Loan Without a Bank...

Can You Own a House and Get...

Can You Get Medicaid if You Have...

Commission-Based Advisor

Crummey Trust

Contrarian Investing

CDs vs Money Market Accounts

Can You File Multiple Tax Returns?

Can You Inherit Debt?

See complete list for C terms →

Videos

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Downloadable Guides

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Financial Online Courses

There are dozens of financial courses on various topics, each with quizzes to test your knowledge.

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