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Los Amigos Elementary School

Coffee with the Principal- Join us!

Posted Date: 3/03/25 (1:00 AM)

Dragon Families,

For this month's Coffee with the Principal, we will be focusing on financial literacy and planning. Please see the message from our presenter, Joel Rosales.


As part of our ongoing commitment to supporting our school community, I wanted to provide an overview of financial planning resources and strategies that can help you navigate your family’s financial future. At this stage in your child’s educational journey, managing finances wisely is key to ensuring both short-term success and long-term stability. Below is a brief overview of important financial planning topics for parents that we can support.

 

1. College Planning

2. Budgeting and Expense Management

3. Insurance and Estate Planning

4. Tax Considerations

5. Special Needs Planning

6. Investments

7. Credit Building

8. Real Estate Planning

 

We recognize that financial planning can feel overwhelming at times, but remember, you’re not alone. Our goal is to provide educated information and support to ensure both your family’s financial well-being and your child’s educational success. Thank you for your continued involvement in our school community.