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Did you know millennials expect to spend two decades or more in retirement? The amount of time you plan to spend in retirement is an important factor, as it directly affects your savings plans. Reach out to me to talk retirement goals.
Did you know now is the perfect time to plan for your child’s education? As you gear up for back-to-school shopping, it’s smart to think about your child’s college years too. College savings plans make a great tool when planning for the future. Message me to learn more.
If you’re in back-to-school mode, plan ahead by prioritizing essential needs and watch for discounts to keep spending in check. Message me for support in creating healthy habits to achieve your financial goals.