Visionary Sales Architect | Transforming Strategies into Success | Analytics Maverick | Finance Guru | Increasing Dental Care Access and Affordability for Millions of Individuals
$100,000 lifetime value is great, but even more important is a lifetime of less stress and worry. This is a great read. I love that Michigan made this a requirement last year. I hope all states fallow this pattern. #personalfinance #financialliteracy
It's graduation season! Now is a great time for parents with school-age children to ask: How much am I willing to pay for their college and continuing education? Planning for college expenses is a crucial part of financial planning for families. Fidelity’s article on how much to save for college provides several key strategies to help families prepare effectively, such as starting early with a 529 plan, setting realistic savings goals, and considering financial aid options. https://lnkd.in/d8-PtjBA
Follow for practical tips on how take charge of your financial future in your 20s-40s.
👩🏻🏫 When I was a junior in college, I felt called to be a middle school math teacher. For a variety of reasons, including a large student loan balance, I didn't end up teaching middle school. But I did find a way to still teach math...I just focus on compound interest instead of solving for X. In four years of teaching personal finance to over 500 students, there are a few things I consistently see people get out of my classes: 1️⃣ You will dig into your numbers. So many of us practice avoidance with personal finance. I call it ostriching. It can be scary to see what the numbers really are! This class gives homework that will help you get real about your spending (what did I spend on UberEats last month??), understanding the expense ratios in your investments, taking stock of how much cash you have on hand, really looking at that life insurance policy, etc. 2️⃣ You will get actionable takeaways. Increasing your 401K contributions, rolling over your old 401Ks, opening up a high-yield savings account, investing the extra cash you've been sitting on, diversifying out of company equity, etc. I don't prescribe the right action to take because taking charge of your financial future looks different for everyone, but I love helping people get clarity on next steps. Financial education is NOT just for the 1%. I'm grateful to the hundreds of students who have trusted me to teach on this topic, and used the information to take action. Thank you! Excited to kick off with a new group of students next week. #financialeducation #womeninbusiness #wealthbuilding
Planning for your child's education costs? Let's talk about the smartest way to save! 💡 With the soaring expenses of education, early planning is key. At Encompass Wealth Advisors, we specialize in guiding families through the maze of 529 College Savings plans and other saving strategies, ensuring you make the most tax-advantaged decisions. Ready to secure your child's future without breaking the bank? Let's craft a customized plan together: https://buff.ly/3BM2Fp4 #encompasswealthadvisors #encompass #financialplanning #financialteam #collegesavings #highereducation #529plan
Here’s what you need to know about converting your 529 College Savings Plan to a Roth IRA—and how it can help you move closer to your overall financial goals.
Here’s what you need to know about converting your 529 College Savings Plan to a Roth IRA—and how it can help you move closer to your overall financial goals.
College savings just got easier! Check out our latest article on the FNBO Insights blog to discover a range of financial tools that can help with college savings. #CollegeSavings #FinancialTools #FNBOInsights
College savings just got easier! Check out our latest article on the FNBO Insights blog to discover a range of financial tools that can help with college savings. #CollegeSavings #FinancialTools #FNBOInsights
College Funding Expert, CERTIFIED FINANCIAL PLANNER™, Leading the College Pre-Approval™ movement
Using a Roth IRA to cover your child's educational costs and expenses could prove to be a wise financial decision, but there are crucial elements that need to be taken into account. #RothIRA #CollegePlanning
College decision-making season is upon us! If you are a prospective college student (or the parent of a student) weighing the merits of multiple university acceptances, congratulations! You have worked hard to arrive at this moment. However, navigating these choices can be incredibly stressful, especially when the most desirable options mean taking on significant debt. As seasoned financial advisors, we have guided numerous clients through this complex process. Below are our recommendations. https://lnkd.in/eZRU3Tzb
Award winning Founder & CEO (Chief Education Officer) at FinLit Tech | Author | FinLit & FinTech Evangelist | Public Speaker
What’s the value of receiving a #FinancialLiteracy course in high school? Research says it’s $100,000! Jessica Dickler does great work in her recent article. She quotes Tim Ranzetta, CEO of Next Gen Personal Finance, who provides insight into the individual long term and community benefits of Financial Education and Financial Wellness. The journey continues… #TeachKidsMoney #PersonalFinance #MoneyManagement #TheFourMoneyBears https://lnkd.in/eA4kQrYn
