Are you prepared for your first day of retirement? Reminiscent of back-to-school checklists, you should work toward crossing things off before retirement. Do you have an emergency fund? Where will your income come from? Need help completing your list? I can help!

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!