Junior Achievement of Southeastern Michigan’s Post

I had the opportunity to speak before the Hillsborough County Board of County Commissioners this week in support of our strategic partner, Hillsborough County Public Schools. If you know me, you know I was immediately off-script, but below I will share *roughly* what I said to the commissioners as they considered how they might structure revenue distribution for the community investment tax renewal. Let me know what you think: Thank you chair, and commissioners for the opportunity to address you today. I rise to speak in support of keeping Hillsborough County Schools funding in the CIT tax. Though my work is in food security, my masters degree is in education policy and I am the husband and son of teachers. You have heard the numbers, the talking points, and the pleas of citizens to support investment in our schools and I will not rehash them for you. I speak today as a #strategist, as someone who wants to see our community thrive, see our neighbors earn stable, living wages, and not depend on the food relief system to put meals on family tables. It is from that perspective that I urge the commission to keep school funding in CIT. You may ask why not just one, but two employees (Lorena Hardwick) of a nonprofit that fights food insecurity would speak to you on this issue. It’s a good question with an important answer. What we know at Feeding Tampa Bay is that education is foundational to individual prosperity, and to a thriving community. Yes, our 40 on-campus pantries in Hillsborough County schools distribute food, but fundamentally they are a strategy focused on student success. Though we are addressing the issue of hunger today, we work toward a world in which our neighbors have the ability and opportunity to procure their own food. Removing education from the CIT tax would be a step back from that goal, not a step toward it. Thank you for your time today and for the opportunity to advocate for brighter futures for the children of Hillsborough County. 3 minutes isn’t a lot of time, but that was my/our message. It’s who we are at Feding Tampa Bay. Nothing would make us happier than living in a community where food insecurity did not.

New Monthly Insight Live 🚨 In September’s Monthly Insight, our VP of Advanced Sales, Bill Bell, reviews IRA wealth transfer planning after the Secure Act. He identifies different options for individuals with IRA balances looking to maximize what’s passed on to the next generation. Some key takeaways include: 1️⃣   Life insurance as a tool for tax-efficient wealth transfer 2️⃣  Roth conversions for tax-free income 3️⃣   Charitable strategies to preserve your legacy With the right planning and advice, you can help clients make the most of their IRA. Check out the link below to learn more.👇 #AdvancedSales #IRAPlanning #WealthTransfer #LifeInsurance

Dear Clients and Friends: One of the core tenets of our practice here at STRIDE Financial is building Education and Financial Literacy, not only in the Chicagoland area but throughout the country. One way we deliver on this promise is through the STRIDE Financial Public Education Series programming. These past few years, our thought leaders have presented cutting-edge information on topics including: • 10 401K and IRA Mistakes • Charitable Giving Strategies • Estate Planning Essentials • Generational Strategies • Healthcare Planning and Medicare • Life Insurance Essentials • Mutual Funds: Avoiding Common Pitfalls • Required Minimum Distributions • Roth IRA • Rising Tax Risks • Savvy Social Security Planning • Taxes in Retirement • Understanding Investment Costs We encourage you to spend some time looking at our recently recorded sessions. You do not need a special code or to register. Simply click on the link below to access these recordings. https://lnkd.in/e-qySPYQ #finance #education #financial

simple formulas can provide an effective framework to begin the conversation about the future stewardship of your family's nest egg How To Spend And Give Away Your Nest Egg https://lnkd.in/e9zjKDJc

🏆 #Financial #literacy matters! If you’re interested in learning more about budgeting and financial planning definitely check Tara Jones-Williamson ! #money #finance #growth #mindset #planning #goals

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Click the article below to learn nine things about retirement that might surprise you! 🗒️✏️😳 #welltraveledwealth #livingwithpurpose #9factsaboutretirement

Literacy is one of our three primary pillars. We’re doing what we can to move the needle little by little to help children in need get the resources and support they need to read at their grade level. Thanks to a generous contribution from RSM last fall, we’re continuing to build on that. https://rsm.us/3t5hqmv

Raise your hand if you would like to lower or even avoid paying state taxes, probate fees, or income taxes. There are several ways to do this, like charitable trusts! What may they do for you and why would you want them? Tune in to find out!

Raise your hand if you would like to lower or even avoid paying state taxes, probate fees, or income taxes. There are several ways to do this, like charitable trusts! What may they do for you and why would you want them? Tune in to find out!

Virginia has billions of reasons to celebrate NASPL’s Lottery Week! Over 12 billion reasons, if we’re being specific 😉. This week, we are joining lotteries across North America in celebrating Lottery Week, July 15 – 19, 2024. Lottery Week is an initiative organized by the North American Association of State and Provincial Lotteries (NASPL). It’s dedicated to showing how citizens benefit from lotteries in their states.   As you may know, 100% of Virginia Lottery profits go to public education, including more than $12 BILLION for K-12 public education since 1999! Every school district in Virginia benefits from the Lottery through programs like early reading intervention, textbooks, class size reduction and more.   But its bigger than just us - there are 48 lotteries in the United States: 45 states plus the District of Columbia, Puerto Rico and the U.S. Virgin Islands. Each with a specific designated beneficiary. Some states use their lottery profits for things like tax relief, parks and recreation or veterans’ programs. The majority of states use their lotteries, like Virginia, to benefit education. “All of us take pride in our mission of contributing to Virginia’s future, one play at a time," said Virginia Lottery Executive Director Khalid Jones.