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The Just Ask video series

Are there questions about money you haven’t asked out of fear of judgment, embarrassment, or feeling like you should already know? If so, you’re far from alone.

In our new video series Just Ask, no finance-related question is too taboo, and no money matter is too sensitive to discuss. We tackle your tough-to-answer questions in an effort to shed light on the approaches, advice, and resources you can use to achieve true financial wellbeing and success.

Developing a Financial Plan After a Sudden Loss of Income

6/24/2020 21:09 min

In our first installment of Just Ask, we speak to Traci Kelly, founder and president of the independent, holistic financial firm Kelly Greene. Equipped with nearly 20 years of experience in the insurance and finance industries, Traci joins us to share her tried-and-true action plan for people who’ve lost their source of income unexpectedly.

Paying Bills and Managing Debt After a Sudden Loss of Income

Coming Soon

Pete Klipa, the Senior VP for Credit Relations at the National Foundation for Credit Counseling (NFCC), will walk us through a typical credit counseling experience step-by-step.