blog post Archives • Page 5 of 5 • SUM180

New College Grads: Protect Your Future

May 15, 2019February 29, 2020Navigate life changesblog post, navigate life changesLeave a comment

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.

Taking the fear out of finances: 4 tips from real people who overcame their stress over money

March 19, 2019March 1, 2020Grow your savings, How to save, Navigate life changesblog post, financial planning, our storyLeave a comment

Cara Reynolds - SUM180 Community Manager

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.

3 Myths About Financial Planners

October 26, 2018September 21, 2018Get to know our advisersblog post, financial planningLeave a comment

Sum180 Lead Coach

Financial wellness is in its infancy: How to get it into your workplace?

October 25, 2018September 21, 2018Financial wellnessblog post, financial wellnessLeave a comment

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

October 12, 2018September 14, 2020Navigate life changesblog post, financial planningLeave a comment

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?

October 11, 2018September 14, 2020Navigate life changesblog post, financial planningLeave a comment

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?

August 30, 2018July 8, 2020Grow your savingsblog postLeave a comment

Sum180 Lead Coach

If you’re a Millennial struggling to secure your financial future, here is some encouraging news.

Financial Solutions Accessible to All

January 1, 2018March 8, 2018Financial wellnessblog post, financial wellnessLeave a comment

Sum180 Lead Coach

To give everyone the financial advice and tools they deserve – that will engage and empower them to improve their situation – we need to meet each individual where they are, and offer them the actionable advice they need, in the moment they need it.