Retirement Planning Strategies - March 2020

Meet Maya Mogyorodi COORDINATING OUR OFFICE WITH CARE

Our new office coordinator, Maya Mogyorodi, is no stranger to the retirement or financial game. Prior to moving to Colorado with her fiancé in September 2019, she worked for a retirement firm as a financial advisor in Houston for five years. But before that, Maya’s story was a little different. After studying biochemistry at the University of Houston, Maya’s intention was to become a doctor. But as many of us know, things change, plans shift, and sometimes, you end up where you never anticipated,

and high stakes. If you think about it, there’s a lot of similarities to helping people figure out their finances.”

Maya has been our office coordinator since the beginning of January, and that’s exactly where she wants to be at this phase in her life. “After doing finances for five years, I was starting to burn out. Now, I’m really enjoying working behind the scenes and getting to watch fantastic people do amazing work,” she says. Maya has been streamlining many of our processes and operations, which is something we’ve been hoping to do for a long time, and we’ve finally found the perfect fit for the job. Retirement Planning Strategies is all about finding stellar talent to help our clients make the very best decisions. “Everyone is such a rock star and so dependable,” Maya says of her coworkers. “They’re caring and passionate about what they do. It makes for a really great environment.” Maya and her fiancé are settling into life in Colorado nicely. They just bought their first house together and adopted a dog, and they’ll be officially tying the knot this month in Houston. They love Colorado and all the outdoor adventures it offers, but on the days they stay indoors, they break out their favorite board games and try to one- up each other with careful strategy. Being such an integral team member at a place that’s all about strategy should give Maya the leg up she needs to be victorious.

like in financial advising. “I think being educated in the medical field prepared me very well for retirement and financial advising,” Maya says. “In the medical field, you’re talking to people all day, going in and out of appointments, and dealing with sensitive subjects

Title March Madness Fun for the Whole Family WHOSE PICKS WILL GO ALL THE WAY? TAGLINE

REWARD THE WINNERS WITH PRIZES. Offer prizes to each round winner as well as the overall bracket winner to get the whole family involved. Small prize ideas for each round can include a homemade dinner of the winner’s choice, a week’s supply of their favorite snack, or a coupon for getting out of a chore. Whoever wins the whole tournament (or makes it the furthest with their bracket) deserves a bigger reward. Offer them the chance to see a movie of their choice in theaters or to eat a meal at their favorite restaurant. CREATE A LEARNING OPPORTUNITY. Learning math or geography might not sound like your child’s idea of fun, but it can be when they learn it through the lens of March Madness. See if your kids would be interested in understanding the inner workings of the ranking system or studying where some of the qualifying colleges are located on a map of the United States. They may find it so interesting that they don’t even realize they’re learning valuable skills.

One of the greatest things about March Madness is that you don’t have to be a huge college basketball fan to get in on the fun. Kids of all ages can fill out brackets — or have a parent fill one out

for them — and watch their picks duke it out on the court. While healthy competition among family members can be fun all on its own, check out the following tips if you’re looking to go the extra mile and reap as much fun from March Madness as you can. TURN EACH GAME INTO AN EVENT. Not every kid may like watching basketball, but if they fill out a bracket, then they might gain at least a passing interest in who will win each game. To elevate their interest, turn each March

Madness matchup into a little party. It doesn’t have to be fancy; make fun snacks to eat while you watch or bet pieces of candy on who will have the most points to create great family bonding opportunities.

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