When was the last time you reviewed your beneficiary information? As the seasons shift, it’s the perfect time to reflect on life’s changes. Whether it’s a new addition to the family, a change in relationship or simply time for a refresh, it's important to update your information so it matches your current wishes. Need help reviewing? Schedule a meeting with me today.

#MotivationMonday

Looking for ways to help people this fall? Here are five ideas. 1. Rake leaves or do yard work for someone who needs assistance. 2. Organize a fall clothing drive at work or school. 3. Knit or crochet scarves for those in need. 4. Host a canned food drive for Thanksgiving. 5. Decorate a community space with fall-themed cheer. Members, you can organize one of these projects with a Do-Good Grant®️. Apply today! https://www.modernwoodmen.org/my-membership/member-benefits/do-good-grant/

As 2025 nears its end, it's time to start preparing your finances for 2026. Here are some simple steps to complete to get your finances in order for the new year. · Review your beneficiaries (still accurate?). · Have financial conversations with loved ones. · Plan for taxes. · Review your insurance coverage. · Create a budget. Schedule a meeting with me to review all these and more!