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Well-Rounded Success Instagram Links

Welcome to our Instagram hub for our Well-Rounded Success™ links. You’ll find links to our mentioned articles, videos, and other resources.

Follow the Well-Rounded Success™ Instagram Page for Financial Tips, Inspirational Quotes, Fun Graphics, Postcard Pics (with pictures of Bogie in the background), and other news about what we’re up to in our community as well as life in general!

If you’re looking a Financial Planner, please feel free to learn more about how we help clients by clicking here: Well-Rounded Success Services. If you’re a parent of a New Adult, please click here to learn how we help New Adults with Financial Literacy & Personal Growth.


Tuesday, March 19th, 2019

Article: Better Understand Taxes


Tuesday, March 12th, 2019

Monthly E-Newsletter: Make Better Decisions + AH!!!! Market Downturns!!


Thursday, February 28th, 2019

Video & Worksheet: A Framework for Better Money Decisions


Wednesday, February 20th, 2019

Survey: New Online Content Survey


Thursday, February 14th, 2019

Article: How to Handle Market Downturns – Horror Show or Part of the Journey?


Wednesday, February 6th, 2019

Monthly E-Newsletter: Credit Report & Score 101 + Asking for Your Help


Thursday, January 31st, 2019

Video: Credit Report & Score 101


Tuesday, January 29th, 2019

Article: 5 Ways to Create Happier Spending


Wednesday, January 9th, 2019

Monthly E-Newsletter: Put Your Money Where Your Mouth Is + Three Years in Business!


Thursday, January 3rd, 2019

Article: 36 Money Quotes to Celebrate Three Years in Business


Monday, December 31st, 2018

Worksheet: Review Your Year – An Exercise to Reflect on Your Year’s Pros and Cons


Friday, December 28th, 2018

Video: How to Set Better Money Goals – An Explanation of S.M.A.R.T. Goals


Friday, December 21st, 2018

Article: 5 Money Lessons I Learned From Disney


Thursday, December 20th, 2018

Article: Align Your Money With Your Values  – Put Your Money Where Your Mouth Is


Wednesday, December 12th, 2018

Worksheet: Family Meeting Agenda


Monday, December 10th, 2018

2018 Client Survey & Nonprofit Vote: Current clients are encouraged to check their email inboxes. To participate in future surveys, please see our Well-Rounded Success Services


Thursday, December 6th, 2018

Monthly E-Newsletter: 24 Money Tips from Your Peers + Your Gratitude Adjustment


Tuesday, November 27th, 2018

Article: 24 Money Tips for New Adults: Wisdom Gained from 24 Interviews


Thursday, November 22nd, 2018

Video: Your Gratitude Adjustment: Rituals to be More Grateful in Your Life


Tuesday, November 13th, 2018

Monthly E-Newsletter: Lighten Up, Will Ya?! + Traffic Light Investing


Wednesday, October 31st, 2018

Video: Spooky Financial Tips: Happy Halloween!


Friday, October 26th, 2018

Article: Traffic Light Investing: Your Time Horizon & Risk Tolerance


Tuesday, October 2nd, 2018

Monthly E-Newsletter: Family Money Chats + A Framework for Living


Saturday, September 29th, 2018

Video: A Framework for Living – Build Your Own Well-Rounded Success Model


Thursday, September 27th, 2018

Article: How to Have Family Money Conversations


Wednesday, September 5th, 2018

Monthly E-Newsletter: Combat Impulse Buying + The Rise of Finology


Friday, August 24th, 2018

Video: Prevent Impulse Buying


Thursday, August 16th, 2018

Article: Get Ready for Finology! How Financial Planners Can Help


Wednesday, August 8th, 2018

Monthly E-Newsletter: Your Biggest Financial Asset + Buy Low / Sell High


Tuesday, July 31st, 2018

Video & Survey: Career Development Tips


Friday, July 27th, 2018

Article: Rebalance to Buy Low and Sell High


Thursday, July 12th, 2018

E-Newsletter: Your Investment Personality + Define Your Path


Tuesday, July 10th, 2018

Video: How to be a Portable Worker


Thursday, June 14th, 2018

E-Newsletter: Summer Reading Lists + Cost-Effective Gifting


Monday, June 4th, 2018

Article: 21 Books that Transformed My New Adult Years


Thursday, May 17th, 2018

E-Newsletter: Other People & Your Money + Live Your Story


May 8th, 2018

Video & Article: Give a Better Gift to Your Adult Child