Sum180 Lead Coach

Saving 10% of your income, every year, is recommended by SUM180, for everyone.

Why? Over and above paying for your regular living expenses and taxes, saving 10% of your income each year allows for the steady […]

As digital natives, many 20-, 30-, and 40-somethings can find almost anything online, but are still struggling with how to start on the path of financial success. The challenge for most isn’t finding i […]

The perfect time for retirement planning is before you give up your job, so you have a clear picture of what to expect and how to be able to afford it. Here are 10 steps that help you prepare and protect your […]

It’s easier to be confident in your retirement when you know:

How much you are going to need;
How much and what types of income you can count on having; and 
What you can do now to improve your future security […]

It’s easier to build your assets when you know:

How to start and what to add next;
The right mix over time, including real estate; and 
How to protect your assets and your family with life insurance.

This […]

It’s easier to save for your retirement when you know:

How much retirement savings you are going to need;
Where you stand with your retirement savings now; and
What more you can be doing to get there.

This w […]

It’s easier to manage your debts when you know:

What kind of debt you should have;
How much is too much; and
How to prioritize your payments.

This webinar helps you personalize that information for y […]

It’s easier to save when you know:

what you are saving for and why;
how much to save now and over time; and
where to put your savings.

For some people, setting savings goals is easy, but others need to get t […]

Getting closer to your financial goals is about two things: creating savings; and managing that savings in ways that grow your overall financial picture.
This Lesson 1 covers the basics of how your #msoo – What […]

#reallife #moneygoals

When it comes to money, most people just want to have enough. What’s enough? The answer is all about you – it’s an entirely personal thing. Your journey starts wherever you are and moves […]

It’s that time of year again: time to step back, reflect, and reassess where you are –  to take in the bigger picture – so you can make smart decisions about how to move forward in the year to come. And, as you […]

You know that retirement ad with white-haired people sitting in Adirondack chairs looking blissfully out at the horizon? That’s not real. It’s as if we are all going to be very rich when we retire, even though we […]

Before you retire, get on the same page with the important people in your life about what this important life change means to you. It will make for an easier transition and help you avoid financial missteps.

With […]

If you’re having trouble motivating yourself to save for retirement, you’re not alone. Saving for retirement is easy to put off when we have so many other pressing financial responsibilities and expenses i […]

For many, gathering paperwork is the messiest, least-fun part of tax season. But we can make prepping for this year’s taxes different by getting organized now.
1.     Find your perfect app to keep tax pape […]

“Do I have enough to retire?”

Depending on your circumstances, your SUM180 Plan may not have gotten into whether you have enough to retire, or whether you WILL have enough to retire when you choose to do […]

Along with how much you need to retire, people are often concerned about exactly how to get there. They are often very relieved to learn that there are lots of different ways to patch together the right assets […]

It’s that time of year again; many of us have filed our taxes or are about to do so – and those of us who expect tax refunds are starting to imagine what we might do with ours when it finally arrives.

Save or […]

It’s difficult to think about saving money for emergencies, the future, and retirement when you’re holding a large amount of student debt and living paycheck to paycheck, but that’s no excuse for not saving. Start […]

When it comes to investing, everyone would love to buy low
and sell high. If we could find the magic to always make that happen – we would
all be sitting pretty.

Since no one really has that kind of magic, m […]