Achieve Financial Aspirations by Rita A Boccuzzi

It's Wealth & Wisdom Wednesday and the beginning of Life Insurance Awareness Month. Today I share the real life story of Heather, a woman who was diagnosed with stage 4 cancer and was able to access her life insurance Living Benefits to help her in her journey. This is something we all need to consider. I'm also excited to share an invitation to Wine, Women, and Wealth later this month at the beautiful Tierra Rejada Golf Club. Subscription and event links are below!

It's Wealth & Wisdom Wednesday! Today my newsletter is about something we unfortunately see every day: a Go Fund Me request as a response to job loss, illness, accident, or other difficult life circumstances. While it's wonderful to be able to rely on community during a challenge, this is not a plan you can safely depend on. I also talk about my opportunity to reach out to young moms through MomCo (formerly MOPS). Finally take a look at 2 great events I have coming up. Hope you'll join me.

Equality doesn't exist without equal access to money and money education. That's why my mission is to help 5 million women and their families take control of their financial futures through education. Families and communities led by financially educated women will realize that equality is just the first step and the future is bright.

Exciting news! I've just been added as an approved speaker for MomCo, previously known at MOPS (Mothers of Preschoolers). I remember how much of a lifeline MOPS was for so many of my fellow moms when our kids were little. What a blessing for young moms to share community and a meal while volunteers care for the kiddos. I'm excited to be a speaker at MomCo meetings and share the importance of money mindset, education and the spiritual component of our relationship with money. If you know a MomCo leader, I'd appreciate you telling her about me. My calling is to elevate women and families by providing financial education, and this is a perfect way to reach young families. So excited!!

You're invited! My next online Money 101 workshop is coming up on Aug. 31. Join me for a complimentary hour of money mindset shifts and information that you many not be getting anywhere else. Please note: this is not a sales presentation. Invite a friend! Registration link is in the first comment..

It's Wealth & Wisdom Wednesday and we're going back to class for a history lesson! From medieval burial clubs to modern living benefits, life insurance has evolved to meet people's needs and help them protect what's most important.

The subscription link for my weekly newsletter is in the first comment.

If you sleep with shoes by your bed and a case of water in the garage....then you also need a disaster plan for your finances. Let's talk!

It's Wealth & Wisdom Wednesday! We all have a disaster preparedness plan but are we prepared in case of a financial disaster? It can be more simple than you think. I have some tips and guidance to help you sleep better at night...with a pair of shoes by your bed, of course. 👟👟

Whether your kids are heading to kindergarten or college, now is a great time for a Back to School Financial Check-Up. Here are some questions and reminders to get you on track. Schedule periodic conversations with your financial professionals to make sure your money and your goals remain aligned. As always, I'm here to answer any questions.

Sunflowers don't grow overnight.

Neither does financial security. 🌻

Both require time, attention, patience, and the right conditions to grow.