Financial Well Being Check-Up | Credit Score

What is your credit score? Your credit score (FICO) is an assessment of your ability to repay debt. Banks and other lenders use it to help decide if you will be approved for a credit card or loan. A lower score can make...

Financial Well Being Check-Up | Net Worth

What is your Net Worth? Your personal net worth is the combination of what you own (your assets) and what you owe (your liabilities). Knowing your net worth helps you understand your current financial situation or financial health. Setting up a net-worth statement...

Financial Well-Being Check-Up

What is Financial Well-Being? Well-being has been defined as feeling happy, healthy, having meaningful relationships and a sense of purpose. Financial well-being has been defined, through research conducted by the Consumer Financial Protection Bureau, as a state of being where four central elements...

Sticking to a Plan: Perspectives From a Triathlon

As financial planners, we often hear things like, “My friend read about this new investing approach…” or “My dad thinks I should invest in real estate with the money I inherited this year…” Not just a good idea: the right idea for you...

Reaching Goals Faster with a Coach: Life Lessons from a Triathlon

As a Certified Financial Planner™, I’ve always seen the value of having a coach to help achieve financial success over the long haul. It’s sometimes frustrating to watch smart friends who would benefit from financial planning tread water year after year, thinking that...

Late in Life Love: Prenups

If you’re over 40 and in a great new relationship that looks like it’s headed for marriage, chances are some of your less tactful friends have already asked you whether you’ve got a prenup. While it’s none of their business, (and you’re well...

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