Is your teen going off to college this fall and feeling stressed about their finances? Share these five budgeting tips! 1. Set goals – Save for books, trips, and future expenses. 2. Track spending – Use apps or spreadsheets. 3. Budget smart – Try the 50/30/20 rule. 50% for needs, 30% for wants and 20% for savings. 4. Cut costs – Cook at home, split subscriptions with roommates. 5. Go for free – Attend campus events to save cash! I'm available to answer any questions!

Annual reviews are essential on the trail to financial freedom. I can help point you in the right direction. Let’s meet to review your savings and retirement goals and your life insurance coverage.

Before the back-to-school rush begins, let's take a moment to review your finances. We can reassess your monthly expenses, plan for school supplies and extracurriculars, and set savings goals. A little planning now can lead to a smoother, stress-free school year!

Looking for something to occupy your kids' time this summer? Have them learn about financial topics! Set up a time for me to meet with you and your kids. We can discuss important money topics, and I can answer their burning questions. In the meantime, check out our free financial literacy games! https://www.modernwoodmen.org/resource-hub/guidance-for-families/financial-literacy-for-kids/