Alissa Whittle, Financial Advisor

Alissa Whittle, Financial Advisor Alissa Whittle is an Independent Financial Advisor with LPL Securities and advisory services offered through LPL Financial, a registered investment advisor.

Member FINRA/SIPC. www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

09/01/2026

Hello, September!

September 1 always feels like a good time for a reset. We’re heading into the final four months of the year, which means there’s still plenty of time to make meaningful financial moves before 2026 comes to a close.

If your financial plan has been sitting on your “I’ll get to it” list, now is a great time to check in.

Whether you want to review your investments, retirement strategy, old 401(k)s, tax planning opportunities, insurance needs, or simply figure out whether you’re on the right track, I’d be happy to sit down with you and take a look.

I’m currently scheduling September appointments. New clients and referrals are always welcome.

And if you have a friend, family member, coworker, or business owner who could use a second opinion or some financial guidance, I’m always grateful when you send them my way.

Here’s to finishing 2026 strong and starting 2027 with a plan.

Alissa Whittle, CPFA®, BFA™
LPL Financial Advisor

08/28/2026

You Don't Have to Be Wealthy to Need Financial Advice

One of the biggest misconceptions about financial planning is that you need to already have substantial wealth before talking with an advisor.

Financial planning is also about building wealth.

It can mean deciding how much to contribute to your 401(k), choosing between Roth and Traditional contributions, investing an inheritance, creating an emergency reserve, planning for college, or simply figuring out what to do next.

You don't have to have everything figured out before asking for help. That's the point of asking.

If this reminds you of someone who's been saying, "I really need to get my finances together," share this post with them.

08/27/2026

Referrals Mean More Than You May Realize

Most of the people I work with don't find me because of an advertisement. They come to me because someone they trust says, "You should talk to Alissa."

I never expect a referral, but I'm always grateful for one.

If you have a friend, family member, coworker, or business owner who has questions about investments, retirement, an old 401(k), an inheritance, or simply wants a second opinion, I'm always happy to talk with them.

There is never a charge for an initial conversation, and there's never an obligation to become a client.

Thank you to everyone who has trusted me enough to introduce me to someone you care about.

08/26/2026

The Best Time to Plan for Retirement Isn't the Year You Retire

Some of the most important retirement decisions happen years before your last day of work.

When should you claim Social Security? How should your investments change? Which accounts should you withdraw from first? Should you consider Roth conversions? How will you pay for healthcare before or after Medicare? What will your tax situation look like?

The earlier you start answering those questions, the more options you may have.

If retirement is within the next 5–10 years, now is a great time to start putting the pieces together.

08/25/2026

Are You Saving Too Much Cash?

Having an emergency reserve is important. But there can also be a point where keeping too much money in cash works against your long-term goals.

Inflation reduces purchasing power over time, and money earmarked for goals many years away may have opportunities for growth that cash doesn't provide.

The question isn't simply, "How much cash should I have?"

It's "What is this money for, and when will I need it?"

That's how a financial plan helps determine what should remain liquid and what might appropriately be invested.

08/24/2026

Would Your Spouse Know What to Do?

Here's a question for married couples:

If something happened to you tomorrow, would your spouse know where everything is?

Bank accounts. Investments. Retirement plans. Life insurance. Passwords. Estate documents. Your CPA. Your financial advisor. Bills on autopay.

In many households, one person handles most of the finances. That works until suddenly it doesn't.

Take some time to make sure both of you understand the financial picture.

This is an important conversation for every couple. Please share it with someone who might need the reminder.

08/21/2026

Your Financial Plan Should Change When Your Life Changes

Got married?
Divorced?
Changed jobs?
Started a business?
Inherited money?
Bought or sold property?
Had a child or grandchild?
Getting close to retirement?

Major life changes often create financial decisions that go far beyond your investments.

Sometimes the most valuable time to meet with a financial advisor is before you make the big decision.

If someone you care about is going through a major financial transition and could use a second opinion, I'd appreciate the introduction. I'm always happy to have a complimentary conversation and see if I can help.

08/20/2026

Financial Question of the Week: When Do You Want to Retire?

Not when are you supposed to retire?

When do you want to retire?

55? 62? 67? Never completely?

Your ideal retirement age gives us something incredibly useful: a target.

From there, financial planning can help determine how much you'll need, where your income will come from, and what adjustments might improve your chances of getting there.

What age would you retire if finances weren't a concern?

08/20/2026

Hurricane Season Financial Prep

Hurricane season isn’t just a home-prep checklist, it’s a financial one.

When a hurricane is headed towards the Keys, we watch neighbors scramble on two fronts at once: boarding up the house AND figuring out if their finances can absorb a storm.

Here’s what most people forget until it’s too late:

Emergency cash on hand (not just in a bank account you can’t access if the power’s out)

A documented home inventory for insurance claims — photos/video, updated yearly

Knowing your policy’s deductible in dollars, not just percentage (a 2% hurricane deductible on a $700K home is $14,000 — are you ready for that?)

A plan for income disruption if you or your business can’t operate for weeks

If you haven’t stress-tested your financial plan against “what if I can’t work for a month and have a five-figure deductible,” that’s a conversation worth having.
What’s the one thing you always forget to check before hurricane season?
Drop it below

08/19/2026

What Happens to Your Old 401(k)?

Changing jobs doesn't necessarily mean you have to leave your retirement plan behind.

Depending on your situation, you may be able to leave the assets in your former employer's plan, move them to a new employer plan, roll them into an IRA, or take a distribution.

Each choice has advantages, disadvantages, investment considerations, fees, and potential tax consequences.

The best choice isn't necessarily the same for everyone.

Have an old 401(k) sitting somewhere? I'd be happy to help you understand your options.

Address

92200 Overseas Highway
Tavernier, FL
33070

Opening Hours

Monday 9am - 5pm
Tuesday 8am - 5pm
Wednesday 9am - 6pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+13059282928

Website

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