Life Insurance 101 – My Financial Wellness Guide – Part IX

Life Insurance provides three main purposes: pay for burial expenses and final bills to close out your estate, replace the income you would have provided to a dependent (relative or business partner), or to gift to a charity or institution you want to support. There are two basic types of Life Insurance policies, a Whole…

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Liability: What You Need to Know – My Financial Wellness Guide – Part VII

If you’ve been following me for awhile you know that I focus quite a bit on self-awareness. Being financially healthy is contingent on knowing yourself and developing a strong sense of personal responsibility. Our words, actions and behaviors have a direct affect on the people we interact with every day. That also includes our lack…

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My Financial Wellness Guide – Part I

A few weeks ago I shared that summer is a great time for a Financial Checkup. With the warmer weather and sunny days, we tend to to be in better spirits and think clearer. If you’re just getting started venturing out on your own, it can seem a little daunting. Here are some basic suggestions…

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Human Connection and Financial Wellness

Life is a balance between gaining independence and becoming interdependent. It is vitally important for each person to continuously grow stronger in their skills and expertise, while contributing their unique gifts towards a stronger and healthier community. Each persons ability to grow is limited by the commitments and strength of those around them. In order…

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Track – Measure – Adjust – Repeat

Your journey towards financial wellness is very much in line with your journey towards physical and emotional wellness. It begins with taking stock of your current status, identifying what isn’t working and creating a plan to get you closer to the life you want. In order to make an improvement, you need to choose a…

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