Author 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.
Author 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.
Author 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.
I have had several clients tell me that their previous advisers told them to “just trust me.” I don’t think that is an appropriate response when a client has a question. Your adviser should never dismiss your concerns.
Author 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.
Author Sum180 Lead Coach 
Author Sum180 Lead Coach 
Thinking of starting your first 401(k)? Congratulations! Saving for retirement is a tremendously important step towards securing your financial future. Adopt the following strategy as a young person and stick to it, and you have an excellent chance of getting where you need to go.
Author Sum180 Lead Coach 
If you are in a position to help a friend or family member recover from a financial road bump, great! Here are some guidelines that will help you handle the transaction with grace – including when and how to say “no.”
Author Sum180 Lead Coach 
If you’re thinking of refinancing your mortgage, but wondering what’s involved and how to negotiate the best deal as painlessly as possible, here’s what you need to know. Good news: The process is probably simpler than you think.
Author Sum180 Lead Coach 
The average cost of a new car tops $30,000. For a used car, the average cost is over $18,000. These aren’t small amounts! So, if you do take out a car loan, be sure to give it the attention it deserves. How do you manage car-related debt as advantageously as possible for your overall financial picture?
