Tag: financial wellness

3 steps to help get you back on track financially

Posted on Categories Grow your savings, How to save, Manage your debt, Navigate life changes, Save for retirementTags , , Leave a comment on 3 steps to help get you back on track financially
Author Sum180 Lead Coach

Imagine yourself feeling more secure and comfortable in the years to come when it comes to your finances. Making the right changes to your spending has the power make that happen. You can change the trajectory of your financial journey, and you can make the change starting now.

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Financial tips for every stage of your relationship

Posted on Categories How to save, Manage your debt, Navigate life changesTags , , Leave a comment on Financial tips for every stage of your relationship
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.

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

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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.

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Unlocking Financial Well-being with AI

Posted on Categories Financial wellnessTags Leave a comment on Unlocking Financial Well-being with AI
Author Sum180 Lead Coach

With the advent of artificial intelligence, which can identify patterns and relationships on a scale impossible for humans, institutions finally have the opportunity to overcome one of the biggest obstacles to engaging clients in their own financial wellness: the challenge of providing each client with the highly personalized, actionable advice they need, in the exact moment they need it.

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