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Author: Chloe Mathison

I am Chloe Mathison, a financial advisor fueled by a passion for empowering others with the knowledge to achieve financial independence. Growing up in a small town, surrounded by the rare financial literatures in my parents' bookstore, I developed a love for numbers and strategy that has shaped my journey. I believe that everyone deserves access to financial literacy, and I'm here to break down complex concepts with an expert touch, a dash of humor, and an unwavering optimism. Whether it's through insightful articles or a quick chat, my mission is to make finance not just understandable, but an exciting part of your life.

An Explainer: What Is a Financial Advisor and Do You Need One?


Posted on January 9, 2026 | Posted on Chloe Mathison | Leave a Comment on An Explainer: What Is a Financial Advisor and Do You Need One?
Financial advisor guide

I still remember the countless hours I spent in my parents' bookstore, surrounded by shelves of financial literature, wondering what is a financial advisor and do you need one. The…

Posted in Finance

A Guide on How to Build an Emergency Fund to Reduce Stress


Posted on December 30, 2025 | Posted on Chloe Mathison | Leave a Comment on A Guide on How to Build an Emergency Fund to Reduce Stress
How to build an emergency fund

I still remember the day my parents' bookstore was hit by a sudden flood, and we had to dip into our savings to recover. It was a hard lesson in…

Posted in Finance

The Simple Guide to Index Fund Investing


Posted on December 23, 2025 | Posted on Chloe Mathison | Leave a Comment on The Simple Guide to Index Fund Investing
a guide to index fund investing

I still remember the first time I delved into the world of finance - my parents' bookstore was filled with rare financial literatures, and I spent most of my evenings…

Posted in Finance

A Guide on How to Get a Good Mortgage Rate


Posted on December 9, 2025 | Posted on Chloe Mathison | Leave a Comment on A Guide on How to Get a Good Mortgage Rate
How to get a good mortgage

I still remember the day my parents finally found their dream home in our small town, only to be held back by a less-than-ideal mortgage rate. It was a harsh…

Posted in Finance

The Magic of a Guide to Compound Interest Explained


Posted on December 2, 2025 | Posted on Chloe Mathison | Leave a Comment on The Magic of a Guide to Compound Interest Explained
a guide to compound interest explained

I still remember the day I discovered the power of a guide to compound interest in my parents' bookstore. I was browsing through a rare financial literature book, and the…

Posted in Finance

An Explainer: What Is the Prime Interest Rate?


Posted on November 29, 2025 | Posted on Chloe Mathison | Leave a Comment on An Explainer: What Is the Prime Interest Rate?
what is the prime interest rate

I still remember the countless hours I spent in my parents' bookstore, devouring books on finance and economics. One concept that always fascinated me was what is the prime interest…

Posted in Finance

A Guide to How Does the Federal Reserve Set Interest Rates


Posted on November 9, 2025 | Posted on Chloe Mathison | Leave a Comment on A Guide to How Does the Federal Reserve Set Interest Rates
Federal Reserve sets interest rates guide

I still remember the countless evenings I spent in my parents' bookstore, surrounded by shelves of financial literature, and wondering how does the federal reserve set interest rates. It was…

Posted in Finance

An Explainer: What Is a Target-date Fund for Retirement?


Posted on November 8, 2025 | Posted on Chloe Mathison | Leave a Comment on An Explainer: What Is a Target-date Fund for Retirement?
Target-date fund for retirement explained

I still remember the days spent in my parents' bookstore, surrounded by stacks of financial literature, where I first stumbled upon the concept of what is a target-date fund for…

Posted in Finance

A Guide to How Much Money Do You Really Need to Retire?


Posted on November 4, 2025 | Posted on Chloe Mathison | Leave a Comment on A Guide to How Much Money Do You Really Need to Retire?
Retirement savings calculation

I still remember the countless nights I spent in my parents' bookstore, surrounded by dusty tomes on finance and economics. The question of how much money do you really need…

Posted in Finance

A Guide to Roth Ira Vs. Traditional Ira: Which Should You Choose?


Posted on October 29, 2025 | Posted on Chloe Mathison | Leave a Comment on A Guide to Roth Ira Vs. Traditional Ira: Which Should You Choose?
a guide to roth ira vs traditional

I still remember the day my parents, who owned a local bookstore, helped a customer choose between a Roth IRA and a Traditional IRA for their retirement savings. It was…

Posted in Finance

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