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Financial Well Being Check-Up | Credit Score

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 it harder for you to be approved or get the...
Financial Well Being Check-Up | Net Worth

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 is...
Financial Well-Being Check-Up

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...
Sticking to a Plan: Perspectives From a Triathlon

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...

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