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The Importance of Document Protection: Ensuring Your Legacy
Ways to protect your important documents
April 27, 2024
How often have you heard these words from your little ones? They look at you with those irresistibly cute puppy dog eyes. It’s hard to resist, especially as a grandparent. Those magical moments and the willingness to offer your unconditional love are what you live for!
So, we indulge, and that’s perfectly fine, but it’s crucial to establish some boundaries.
We also want to teach financial responsibility to our children. Understanding that money doesn’t grow on trees and one can’t buy everything they want is an essential lesson. The information shared in this blog will be introduced gradually, starting with the basic concepts tailored for young elementary school-age students. Additional topics will be added for upper elementary, middle, and high school students as well.
For those of you interested in purchasing any lesson worksheets, activities, foldable books, word search, word scrambles, and everything necessary to guide and raise financially aware children, you can explore the “Let’s Shop” section on this blog.
My experience: I have worked in the financial industry for over twenty years, worked with over seventy-five financial advisors from three different firms in the state of New Jersey during the last twenty years.
I was an office manager for over 12 years, obtained my Series 7 license and a business degree. I have worked with many representatives from various firms, Goldman Sachs, John Hancock, Nuveen, Blackrock, Fidelity, and many more. I have remained friends with many experienced professional financial advisors, which means I have access to many reliable resources!
You can think of me as another resource “Sandi says . . . ” I will give you my researched insight, helpful tips, links to articles, and different points of view on some commonly asked questions. Together we can help raise financial awareness, teach financial concepts and values that will continue to grow throughout their lifetime.
Don’t underestimate your abilities to set a schedule and put a process in place. Believe it or not, children do better in an environment with a defined structure. This not only builds self-discipline but also gives them a sense of security through a predictable routine, allowing kids to feel safe. Let me help you in creating that foundation!
In addition, there will be a “Let’s Shop” section where you can purchase some fun educational materials and recommended products to aid in the lesson.
Ways to protect your important documents
Tips for maximizing your tax returns As the tax season approaches, it’s time to gather your documents and prepare to navigate tax codes and regulations.
Bulletin Board Decor Are you looking for a fun and educational way to spruce up your classroom decor? Look no further than our bulletin board