Sum180 Lead Coach, Author at SUM180 • Page 7 of 11

Your Home and Your Retirement Plan

October 23, 2019March 1, 2020Buy a house, Save for retirementbuying a home, retirementLeave a comment

As we enter the final 10-20 years before retirement, the equity we have in our home often represents a large part of our retirement savings. To make the most of this hard-earned asset, it’s important to make thoughtful decisions about our mortgage and home ownership in general. We may also need to challenge common assumptions – what’s right for one homeowner approaching retirement may not be right for another.

Do you really need a prenup?

October 23, 2019February 28, 2020Navigate life changesblog post, marriage, navigate life changesLeave a comment

Sum180 Lead Coach

If you’re about to be married, should you insist that your partner sign a prenup? It depends.

Share, Rent, Barter

October 17, 2019February 28, 2020How to saveblog post, finances, how to save, money, saving moneyLeave a comment

Sum180 Lead Coach

If you want to work towards your longer-term financial security, you need to free up funds to do so – but how? One suggestion: participate in the “sharing economy,” now dead simple, thanks to the Internet. By sharing, renting, or bartering, you’ll reduce your expenses and/or earn a little extra income. Before you know it, you may find yourself with extra funds to fatten your savings account or invest in the other building blocks of your financial security.

When Bad Financial Habits Come From Home

October 16, 2019February 28, 2020Grow your savingsblog post, grow your savingsLeave a comment

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As a child, you watch how your parents manage their money and absorb those lessons unconsciously. And, sometimes those unspoken lessons can be damaging.

When you need financial advice: Why consider a fee-only financial planner?

October 10, 2019February 29, 2020Navigate life changesblog post, financial planningLeave a comment

Sum180 Lead Coach

I’m a strong proponent of fee-only financial planners. Here’s why.

Know Where To Save

October 3, 2019February 28, 2020Save for retirementSave for retirementLeave a comment

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When do you need a financial planner?

October 1, 2019February 29, 2020Navigate life changesblog post, financial planningLeave a comment

Sum180 Lead Coach

How a financial planner can help you is less about your chronological age and more about your circumstances or the life transitions you’re experiencing. For example, in your 30s, here are some situations where a financial planner can help you make sound decisions about your money.

Top 3 things a woman over 40 should know about money

September 29, 2019February 28, 2020Navigate life changesblog post, navigate life changesLeave a comment

Sum180 Lead Coach

Here are the three reminders that I believe are most relevant to a woman in her 40s when it comes to money.

The worst personal finance mistake you can make, and how to avoid it

September 26, 2019July 12, 2020Grow your savingsLeave a comment

Sum180 Lead Coach

Even highly skilled Americans with solid incomes can easily find themselves living from paycheck to paycheck, or worse: slipping over time into debt that seems insurmountable, causing them to put off, perhaps indefinitely, the dream of a secure financial future. A single job layoff or health crisis can trigger this situation. This is a crisis.

Financial tips for every stage of your relationship

September 4, 2019March 1, 2020How to save, Manage your debt, Navigate life changesblog post, financial planning, financial wellnessLeave a comment

Sum180 Lead Coach

Being in sync when it comes to dealing with money is a big plus in any relationship, but it’s not always easy to achieve. Here are some tips to help you and your partner get on the same page financially.