Sum180 Lead Coach, Author at SUM180 • Page 10 of 11

When you’re fresh out of college and worrying about how to land your first job, it’s not easy to think about savings for emergencies, the future, and retirement. But believe it or not, you can take some simple steps right now that will jump start you on the path to financial security in your thirties. Invest some time and effort now and your future self will thank you, big time.

Design your financial wellness program to do more than “educate” employees about finance. Design it to effect behavioral change.

We are in the Wild West phase of financial wellness. No one area of financial wellness is emphasized by a majority of employers. For employers tackling financial wellness in these early stages, here’s my advice for cutting through the confusion.

Switching financial advisors should be more than a mechanical transfer – ideally, it’s a chance to reassess your goals and strategies with a new advisor and a fresh perspective

Once you have chosen a financial adviser, here are some signs that confirm you’ve made a good choice – or conversely, that it’s time to find a new adviser.

If you’re a Millennial struggling to secure your financial future, here is some encouraging news.

Author: Sum180 Lead Coach

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