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.
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 
If you’re a college-bound student, it’s time to start dealing with your money seriously and responsibly. Your future self will thank you!
Author Sum180 Lead Coach 
Did you know? Not negotiating a fair salary at the beginning of your career is like leaving anywhere between $1 million and $1.5 million on the table in lost earnings over your lifetime.
Author Sum180 Lead Coach 
A SUM180 member recently asked us about long term care insurance. “Is it worth it? Couldn’t I just start saving in an IRA or Roth IRA account myself, and eventually use that for long term care?” Here’s how I see it.
Author Sum180 Lead Coach 
Author 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.
