Tracie Surridge
Tracie Surridge
Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.
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Current insights
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/
Thanksgiving is about appreciating the people around you and being grateful for the things you have. Here are four ways you can help spread cheerful vibes to our community. 1. Deliver meals to seniors to bring holiday cheer. 2. Write thank-you notes for veterans, health-care workers or teachers. 3. Support a family in need by sponsoring a Thanksgiving meal. 4. Create care packages for homeless shelters or deployed troops. Members, did you know you can apply for a Do-Good Grant®️ to create one of these projects? Ask me how! https://www.modernwoodmen.org/do-good-grant/
Myth: If you can’t save a lot, it’s not worth saving at all. Fact: Even small, consistent contributions add up. Saving a little regularly builds habits and creates a foundation for future financial stability.
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We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.
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