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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 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

An Explainer: What Is a 401(k) and How Does It Work?


Posted on October 28, 2025 | Posted on Chloe Mathison | Leave a Comment on An Explainer: What Is a 401(k) and How Does It Work?
401(k) plan explained simply

I still remember the day my parents, who owned a small bookstore, sat me down to explain what is a 401(k) and how does it work. I was fascinated by…

Posted in Finance

A Guide on How to Choose a Bank Account That’s Right for You


Posted on October 18, 2025 | Posted on Chloe Mathison | Leave a Comment on A Guide on How to Choose a Bank Account That’s Right for You
how to choose a bank account

I still remember the day I opened my first bank account like it was yesterday. My parents, who owned a local bookstore, taught me the importance of financial literacy from…

Posted in Finance

Financial Freedom: How to Take Control of Your Money


Posted on October 8, 2025 | Posted on Chloe Mathison | Leave a Comment on Financial Freedom: How to Take Control of Your Money
Achieving financial freedom through smart investing

I still remember the countless nights I spent in my parents' bookstore, surrounded by dusty tomes on economics and finance, dreaming of Financial freedom. The concept seemed like a myth,…

Posted in Finance

Become the Bank: a Guide to Peer-to-peer (p2p) Lending


Posted on September 23, 2025 | Posted on Chloe Mathison | Leave a Comment on Become the Bank: a Guide to Peer-to-peer (p2p) Lending
a guide to peer-to-peer lending

I still remember the day I discovered the world of peer-to-peer lending - it was like finding a hidden chess move that could change the entire game. As a financial…

Posted in Finance

An Explainer: What Is the Fdic and How Does It Protect Your Money?


Posted on September 14, 2025 | Posted on Chloe Mathison | Leave a Comment on An Explainer: What Is the Fdic and How Does It Protect Your Money?
FDIC protects your money explanation

I still remember the day my parents' bookstore was flooded with customers seeking advice on what is the FDIC and how does it protect your money. It was during a…

Posted in Finance

A Guide to Online Banks Vs. Traditional Banks: Which Is Better?


Posted on September 12, 2025 | Posted on Chloe Mathison | Leave a Comment on A Guide to Online Banks Vs. Traditional Banks: Which Is Better?
a guide to online banks vs traditional

I still remember the day I decided to ditch my traditional bank for an online one - it was a total game-changer for my finances. As someone who's passionate about…

Posted in Finance

A Modern Farmer’s Guide to Investing in Farmland


Posted on September 9, 2025 | Posted on Chloe Mathison | Leave a Comment on A Modern Farmer’s Guide to Investing in Farmland
a guide to investing in farmland

I still remember the day my parents, owners of a quaint bookstore specializing in rare financial literatures, introduced me to the concept of investing in unconventional assets. As a child,…

Posted in Finance

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