Is your child heading back to school next month? Let’s connect to review your mid-year financial plan. Back-to-school season can bring unexpected costs – from activities and sports to travel and supplies. Taking time now to adjust your budget and accounts can help keep everything on track.

Is a new family member on the way? Now’s the perfect time to review your financial plan. Welcoming a baby can impact everything from life insurance coverage to beneficiary designations to retirement contributions. Small updates today can help build a stronger future for your family. Schedule a review with me today!

Do-Good Grant®️ | Modern Woodmen

Looking for ways to give back to local schools? Promote healthy minds and bodies! Members, with a $200 Do-Good Grant®️ you could … · Create calming spaces in classrooms or libraries with beanbags, sensory tools and activity cards for student breaks. · Organize a project where students and volunteers decorate hallways with uplifting messages to boost mental well-being. · Assemble stress-relief kits with journals, stress balls and healthy snacks. Apply for a grant today!

You’ve probably heard it before: build an emergency budget. But why does it matter? Think of it as your rainy day fund – the cushion you fall back on when life doesn’t go as planned. A good rule of thumb? Save enough to cover 3–6 months of essential living expenses to help when surprises happen. What’s the last thing your emergency budget helped cover? Share below!