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

7 strategies to tackle your student loans

June 2, 2019February 29, 2020Manage your debtblog post, Manage your debtLeave a comment

Ignoring student loan debt won’t make it go away – your best chance is to make a plan to deal with it head-on. Your plan may involve taking advantage of any available assistance in consolidating, lowering costs through refinancing, and pursuing loan forgiveness programs. The goal is to pay down your student loan debt while simultaneously saving and strengthening your overall financial picture.

Webcast: Emergency funds crisis: Are you prepared?

June 2, 2019February 29, 2020How to save, WebcastLeave a comment

Sum180 Lead Coach

I’m thinking of one client, Stephanie, who is 49 years old. Her husband had been unemployed for 18 months. Happily, he had just gotten a job, and they were excited for him to get started working again. But during that 18 month period, expenses had severely tapped their savings.

Student loans: Is the debt worth it?

May 26, 2019February 29, 2020Manage your debtblog post, Manage your debt, student debt, student loansLeave a comment

Sum180 Lead Coach

Going into debt to further your education can be worth it – up to a point. But please do not assume that it is always the case. As with many other financial questions, whether student loan debt is “worth it” depends on the specifics, so you will need to crunch the numbers for your particular situation.

Balance Your Investments

May 15, 2019February 29, 2020How to investHow to invest1 Comment

Sum180 Lead Coach

New College Grads: Protect Your Future

May 15, 2019February 29, 2020Navigate life changesblog post, navigate life changesLeave a comment

Sum180 Lead Coach

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.

One-A-Day Financial Detox: 7 easy steps to flush bad money habits and adopt healthy ones

March 28, 2019March 7, 2020How to savehow to saveLeave a comment

Sum180 Lead Coach

Design a successful financial wellness program

October 27, 2018September 21, 2018Financial wellnessfinancial wellnessLeave a comment

Sum180 Lead Coach

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

3 Myths About Financial Planners

October 26, 2018September 21, 2018Get to know our advisersblog post, financial planningLeave a comment

Sum180 Lead Coach

Financial wellness is in its infancy: How to get it into your workplace?

October 25, 2018September 21, 2018Financial wellnessblog post, financial wellnessLeave a comment

Sum180 Lead Coach

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 advisers? How to navigate the process and the red tape

October 12, 2018September 14, 2020Navigate life changesblog post, financial planningLeave a comment

Sum180 Lead Coach

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