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.

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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

#

10-Year Financial Plan

50/30/20 Budget Rule

401(k) Plans for Small Businesses

5 Essential Strategies for...

7 Actionable Retirement Tips You...

457(b) Plan Rollover to IRA

1031 Exchange Companies

1031 Exchange for Rental Properties

1031 Exchange Rules

1031 Exchange for New Construction

1031 Exchange to REIT

1031 Like-Kind Exchanges

1031 Exchange Specialist

1031 Exchange Service Lawyer

1031 Exchange Advisors

1031 Exchanges in Syndication

See complete list for # terms →

A

Are SIMPLE IRA Contributions Tax...

Age Requirement to Contribute to...

Active vs Passive Mutual Funds

Average Simple IRA Return

Active vs Passive Investment...

Are Mutual Funds a Good Investment?

Are Simple IRA Plans Subject to...

Advantages of Roth IRA vs...

Age Limits for Simple IRA...

Average Mutual Fund Return

Aggressive Investing

Asset Management vs Hedge Fund

Alternative Investments to...

Affiliate

Advantages of Having a Line of...

Agricultural Line of Credit

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B

Buying a Car Using a Line of Credit

Benefits of a Simple IRA

Biggest Mutual Funds

Budget

Best Hedge Fund Strategies

Behavioral Finance

Brick and Mortar

Best IRA Rollover Providers

Best Retirement Plans

Benefits of Having a Financial...

Best Course on Biblical...

Best Wealth Management

Best Tax Services

Best Retirement Planning

Best Mortgage

Best Insurance

See complete list for B terms →

C

Can You Borrow Money From an IRA?

Can You Contribute to a Roth IRA...

Can You Contribute to Two Simple...

Canada Pension Plan (CPP)

Church Retirement Plan

Can You Buy a Car on SSDI?

Can You Buy a Home if You Are on...

Can You File Taxes After Deadline?

Can You Rollover a SEP IRA Into...

Confederate Pension

Can You Lose Money on a Mutual...

Can I Invest My 401(k) In Stocks?

Can You Use Money From IRA to...

Charitable Financial Planning

Can You Make a Charitable...

Charitable Tax Credits

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Videos

Check out 100s of explainer videos.

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Downloadable Guides

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Downloadable-Guides

Financial Online Courses

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

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