Start the school year with your financial homework!

As the summer winds down and the back-to-school season is here, it's a perfect time to think not only about your family's academic goals but also about their financial future. At TrueView Financial, we believe that financial education is a cornerstone of a secure and prosperous life.?

Here are a few key areas to focus on this fall:

1. Financial Education for All Ages

Instilling good financial habits early can make a significant difference in your children's future. Simple activities like budgeting allowances or saving for a desired purchase can teach valuable lessons. For older children and teenagers, introducing them to basic concepts of investing and the power of compound interest can set them on a path of financial literacy.

2. Smart Investing Strategies

As you prepare for the new academic year, consider reviewing your investment portfolio. The market can be unpredictable, and it's crucial to ensure your investments align with your financial goals and risk tolerance.

3. Retirement Planning

While it may seem far off, retirement planning should start as early as possible. Assessing your current retirement savings and adjusting your contributions can significantly impact your future. Regularly reviewing and updating your retirement plan ensures you stay on track to meet your retirement goals.

4. Budgeting for the School Year

The back-to-school season often comes with additional expenses, from school supplies to extracurricular activities. Creating a budget for these costs can help manage your finances effectively and prevent overspending.?

At TrueView Financial, we are committed to helping you and your family navigate the complexities of financial planning. Whether it's educating your children about money, optimizing your investment strategy, or ensuring a secure retirement, we're here to guide you every step of the way.

Feel free to reach out to us to schedule a consultation or to discuss any questions you may have. Let's make this school year not just about academic growth but also about building a strong financial foundation.

Warm regards,

James DesRocher

TrueView Financial ?

EXP 2024-177522 06/26?

Did you know that TrueView Financial is an award-winning financial service firm?

James DesRocher of TrueView Financial just won a prestigious award by Forbes Magazine, landing on the list of?Best-in-State Top Financial Security Professionals for 2024!

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Material discussed is meant for general informational purposes only and is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. This material contains the current opinions of the author but not necessarily those of Guardian or its subsidiaries and such opinions are subject to change without notice.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ:?800 Westchester Avenue, 4th Floor Suite N409, Rye Brook NY, 10573, 914-288-8800. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America? (Guardian), New York, NY. PAS is a wholly owned?subsidiary of Guardian. TrueView Financial LLC is not an affiliate or subsidiary of PAS or Guardian.?

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