Financial Literacy for College-Aged Kids
by Jamie Bosse, CFP®, RFC, CCFC
Enjoy these free resources, including Return On Life Assessment and a complimentary 1:1 session with Jamie.
About Jamie
Jamie has a passion for mentoring and financial literacy. She is the author of Money Boss Mom, Helping Young Parents Be the “Boss” of Their Financial Future as well as the Milton the Money Savvy Pup Children’s book series. Her financial articles have been featured in the Kansas City Star, KC Parent, The Journal of Financial Planning, The Register, Solutions, and Investment Advisor Magazine.
Jamie is an active a member of the Financial Planning Association and International Association of Registered Financial Consultants. She is a past board member and President of the FPA of Oregon and SW Washington. She is currently on the board for the Greater Kansas City Chapter of the Financial Planning Association.
Resources
Download with Better Quality Here: Money as You Grow Milestones
Download For Better Quality Here: Money as You Grow Age Groups
Jamie’s Blogs
Return on Life (ROL)
The majority of our industry focuses on performance, otherwise known as return on investment. With our clients, we use a much more effective approach called Return on Life™. The result of this ROL-centered approach is that our clients are able to live the best lives possible given the money they have.
With ROL, you don’t give up the best of life or the best parts of yourself just to get money. The money is there to serve you, not vice versa. Instead of focusing on someone else’s definition of success, you will write your own. ROL puts quality before quantity by managing your assets in a way that improves your life and provides peace of mind and confidence.
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Milton The Money Savvy Pup Coloring Pages
Download Milton The Money Savvy Pup Coloring Pages: Milton Coloring Pages
It’s That Time of Year Again – Medicare Enrollment
By Joni Lindquist What is the Medicare open enrollment period? The Medicare open enrollment period is the time during which people with Medicare can make new choices and pick plans that work best for them. Each year, Medicare plans typically change what they cost...
2 Things that New Parents Should Not Put Off (But Usually Do)
There are countless things to consider and evaluate when you become a parent. In addition to all of the new furniture purchases, college planning, budget changes, and baby-proofing, there are two very important things that new parents need to review: Life Insurance...