For most of us, money represents security, so uncertainty related to money can really wreak havoc with our peace of mind. The trick is to find ways to work past the fear and stress, so you can keep moving towards your financial goals.
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IRS: Take this money, please! You: Um, thanks?!
Posted on Categories Grow your savings, How much to save, How to saveLeave a comment on IRS: Take this money, please! You: Um, thanks?!
Author Nancy DeFauw - SUM180 Team 
Design a successful financial wellness program
Posted on Categories Financial wellnessLeave a comment on Design a successful financial wellness program
Author 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
Posted on Categories Get to know our advisersLeave a comment on 3 Myths About Financial PlannersAuthor Sum180 Lead Coach 
Financial wellness is in its infancy: How to get it into your workplace?
Posted on Categories Financial wellnessLeave a comment on Financial wellness is in its infancy: How to get it into your workplace?Author 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
Posted on Categories Navigate life changesLeave a comment on Switching financial advisers? How to navigate the process and the red tapeAuthor 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
How should you evaluate your financial adviser’s performance?
Posted on Categories Navigate life changesLeave a comment on How should you evaluate your financial adviser’s performance?Author Sum180 Lead Coach 
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.
Younger people continue to find financial freedom elusive. What to do about it?
Posted on Categories Grow your savingsLeave a comment on Younger people continue to find financial freedom elusive. What to do about it?Author Sum180 Lead Coach 
If you’re a Millennial struggling to secure your financial future, here is some encouraging news.
Why combining online + human financial advice is better
Posted on Categories Financial wellness1 Comment on Why combining online + human financial advice is betterAuthor Sum180 Lead Coach 