Lunch and Learn
Financial Literacy + Kids!
Here are books that we love to share with kiddos:
📚"The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous and Smart about Money" by Ron Lieber
📚 "Finance 101 for Kids: Money Lessons Children Cannot Afford to Miss" by Walter Andal
📚 "How to Turn $100 into $1,000,000: Earn! Invest! Save!" by James McKenna.
https://www.barrons.com/articles/money-children-personal-finance-635964ae
Debt Paydown Strategies
Snowball vs Avalanche
College Planning Discussions
National Bucket List Day is April 24!
We're passionate about your bucket list!
Keep track of all your old Retirement Accounts
Believe it or not, as of May 2023, there were over 29 million forgotten 401(k) accounts in the U.S., holding nearly $1.65 trillion in assets.
Social Security Claiming
Not everyone should wait until 70!
Year End Gifting Strategies
Today we're talking all about creative ways to donate money and time this Holiday season!
Healthcare in Retirement
Let's cover 5 quick topics to assist you in navigating health care costs after your Employer sponsored coverage ends.