
What we’re about
Welcome to Smart Money Moves — a community for individuals and families who want to take control of their financial future. Whether you're just getting started or looking to refine your strategy, this group offers a supportive environment to learn, share, and grow.
We meet regularly to explore practical strategies for:
Saving on taxes legally and efficiently
Planning for a secure retirement
Funding your children’s education (529 plans, custodial accounts, and more)
Understanding IRAs, 401(k)s, Roth conversions, and tax-advantaged accounts
Building generational wealth through smart planning
Our sessions may include guest speakers (CPAs, financial planners, tax pros), real case studies, and Q&A discussions. Let’s grow our financial knowledge together!
Whether you're a working professional, business owner, parent, or simply curious — you're welcome here. Join us and take the first step toward smarter financial decisions.