Financial Fitness Groups

Grab a glass of wine and come chat with us about those financial matters that get put last on your list! We discuss financial independence, best places to save your money, safe withdrawal rate, the Medicare maze, Social Security strategies, and estate planning techniques. Join us for an interactive Zoom call! See you soon!

Next chat Thursday, June 9th, 7PM EST: 

Retirement Checklist

Dividend Aristocrat Stocks

(Ages 12-17)

FUN game for kids to learn to be investors! Kids are on a team (5-10 kids) and have $100,000 virtual money to invest from September to April. We "Zoom" meet twice a month to evaluate our portfolio and either buy or sell depending on what the team has researched. Competition is at state and national level. Upon completion of the stock evaluation questionnaire in April, players will receive a $25 certificate to Stockpile to purchase a stock of their choice. Check out the game at https://www.stockmarketgame.org/