Ready to take control of your finances in 2026? Here are four tips to get you started! 1. Live within your means. Create a spending plan. 2. Save then spend. Make saving automatic. 3. Start now. It’s always better than starting later. 4. Outpace inflation. The longer you live, the more you need to do so. I can help! Schedule time to meet with me.

Final Wishes Resources | Modern Woodmen

As we gather with loved ones and reflect on what matters most, it's the perfect time to plan ahead. Our Final Wishes Resources help members make thoughtful decisions about end-of-life planning – so your family can focus on celebrating life, not navigating uncertainty. Ask me how to order yours.

Retiring in 2026? Here are three year-end retirement planning tips to help you make the most of your finances before the calendar flips. 1. Maximize retirement contributions. Boost your 401(k), IRA and HSA savings before limits reset! 2. Delay Social Security (if you can). Waiting equals bigger monthly checks later. 3. Review and update your wills, trusts, powers of attorney and health-care directives. Meet with me to discuss!

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Members, there's still time for you and your family and friends to join us on our West Coast cruise! Cabins are almost full. Don't miss out on this exciting adventure in Cabo! https://na.eventscloud.com/CaboCruise/