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/

Myth: You don’t need to save for retirement when you’re young. Fact: Starting early can be one of the best ways to build wealth due to compound interest. Even small contributions in your 20s can grow significantly by retirement. https://www.modernwoodmen.org/financial-planning/retirement-planning/no-excuses/

If you’re like most people, you’re worried about saving enough for retirement. It can seem pretty overwhelming. Together, we can determine how much you need as well as the best ways to save.