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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.