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Money Coach Monthly

A new monthly series from your Oswald Financial team


May 2024

Budget-Friendly Summer Activities & Vacation Planning

Planning a budget-friendly summer vacation can be a fun challenge! Here are some ideas for affordable activities and vacation planning:


  1. Camping: You can enjoy activities like hiking, fishing, and stargazing.
  2. Beach or Lake Day: Pack a picnic, bring some beach games or a book, and spend the day relaxing by the water.
  3. Hiking: Just remember to bring plenty of water and snacks.
  4. Local Events and Festivals: Many of these events offer free or low-cost entertainment, such as live music, food tastings, and cultural performances.
  5. Road Trip: Plan a budget-friendly road trip to nearby attractions or destinations.
  6. Visit Museums and Historical Sites: Many museums and historical sites offer free or discounted admission on certain days or for specific groups, such as students or seniors.
  7. Outdoor Movie Nights: All you need is a projector, a screen (or a white sheet), some blankets or lawn chairs, and popcorn for a fun and budget-friendly movie experience.
  8. DIY Spa Day: Treat yourself to a DIY spa day at home. Create your own face masks, give yourself a manicure or pedicure, and relax with a bubble bath.
  9. Volunteer: Spend some time giving back to your community by volunteering for local organizations or charities.
  10. Staycation: Sometimes the best vacations are the ones spent right at home!


By getting creative and thinking outside the box, you can plan a memorable summer vacation without breaking the bank.


Medicare Webinar: May 15


Join us for our Complete Guide to Medicare Options webinar on May 15 at 11am EST.


Register here.

Webinars

Our team hosts a series of six webinars throughout the year. Click the link to learn more about the topics and to sign up early!

On Demand Videos

We are all busy so sometimes it's nice to learn at our leisure. You can access our library of short, educational videos at the link.

Archives

Miss a monthly email? We have your back. Check out the archives at the link.

Have more questions about how to budget?

Budgeting is the cornerstone of financial success, helping you manage your money effectively, pursue your financial goals, and strive to avoid unnecessary debt. Reach out to our money coaches today to help.

Schedule Appointment with a Money Coach →

Money Coach Spotlight:

Adam Sanders


This month we are getting to know our newest team member, Adam Sanders. Adam joins our money coach team as a client service associate, and soon to be coach!


Read Adam's Bio here →

info@oswaldfinancial.com | oswaldfinancial.com | 833-224-5660


Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, DBA Oswald Financial, an SEC registered investment advisor and separate entity from LPL Financial.


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