Personal Finance Expert

Resides In

Shallotte, North Carolina


University of South Carolina, Charleston Southern University


Personal Finance, Financial Products and Services


  • 10+ years of experience reporting on personal finance
  • Current retirement and investment writer for the U.S. News & World Report
  • Financial planning expert for The Balance


Rebecca Lake is a financial journalist reporting on personal finance, investing, and small business. With over a decade of covering personal finance topics, Rebecca's work has been widely syndicated on sites including MSN Money, Business Insider, Fox Business, and CBS News MoneyWatch. She is currently a financial planning expert journalist for The Balance.

Rebecca also assists with content strategy for a number of highly visible brands in the financial services industry, including Citibank, Discover Bank, and AIG Insurance. Before pursuing a career as a financial journalist, Rebecca worked as a sales representative in the communications industry.


Rebecca received her bachelor's in political science from the University of South Carolina and her master's from Charleston Southern University.