Budgeting & Financial Wellness

Financial wellness encourages various behaviors such as creating a budget and proposes habits which will increase your net worth.

Ways to Protect Your Identity in Light of the National Public Data Inc. Data Breach

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This post isn’t regarding Charles Schwab or any piece of software WELLth uses for financial planning and investment management.  Your accounts are safe!  Each vendor we use encrypts their data and uses multi-factor authentication to protect client information.  Additionally, we regularly review each vendors’ security protocols to ensure all client data is always safeguarded. —- I’m […]

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The J-Curve – How Today’s Financial Decisions Define Tomorrow’s Success

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A central theme to WELLth’s culture is our focus on making small, positive changes to better financial futures.  These small changes, like using a credit card with a rewards program instead of a debit card, add up over a long time period to make a significantly positive difference in your overall net worth.  This post

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