Financial Planning and Goal Setting
Set financial goals, create or update a budget, and analyze spending habits to build a strong financial foundation for the year ahead.
Tax Preparation and Planning
Learn how to gather tax documents and understand common tax credits and deductions so you feel prepared before filing.
Insurance and Financial “Spring Cleaning”
Review insurance coverage and learn how to create a home inventory to help protect what you own.
Financial Literacy Month: Saving and Awareness
Locus on saving strategies, retirement contributions, and helping children build healthy money habits.
Debt and Credit Management
Learn how to review your credit report, identify errors, and explore practical strategies for reducing debt.
Investments and Mid-Year Financial Review
Take a mid-year check-in to review financial progress, rebalance goals, and plan for summer expenses.
Financial Independence and Insurance
Explore long-term financial independence, review insurance coverage, and check in on retirement savings.
College Savings and Financial Awareness
Prepare for education expenses, discuss finances with confidence, and manage back-to-school budgeting.
Estate Planning and Retirement
Learn estate planning basics and why reviewing retirement contributions is key to long-term security.
National Financial Planning Month
Review your financial plan, revisit budgeting and debt goals, and learn how credit impacts your future.
Employee Benefits and Charitable Giving
Learn how to review employer benefits during open enrollment and understand charitable giving options.
End-of-Year Planning and Reflection
Plan for holiday spending, review the past year, and prepare for a strong financial start in the new year.