As July rolls in and those familiar school supply lists start popping up, families across Amarillo feel the buzz of a new school year approaching. We believe planning ahead isn’t just for the classroom — it’s how families build secure, confident futures.
Here are four smart ways to give your finances a “back-to-school” refresh:
1. Get Financially Ready for the School Year
From backpacks to sports fees and fall activities, school expenses add up fast. Take some time now to review your budget and adjust for these upcoming costs. A little planning today can help you avoid last-minute stress and keep your financial goals on track.
2. Are Your Kids Protected?
Life changes quickly — and so should your coverage. Review your life and disability insurance to ensure your family is fully protected. If you haven’t yet, consider setting up or updating a college savings plan. Your family’s future depends on the plans you make today.
3. Think Beyond the Backpack
School season is the perfect reminder of how fast time flies. It’s a great moment to revisit your long-term goals, like retirement, insurance coverage, and legacy plans. Checking in on these now can help you feel more prepared and confident for the years ahead.
4. Reset Your Financial Routine
New routines aren’t just for students. Use this time of year to reset your own financial habits. Whether it’s finally creating an emergency fund, reviewing investment strategies, or adjusting your savings plan, small changes can have a big impact.
At LHFG, we’re here to help you feel confident and prepared for the months ahead.
Schedule your complimentary 30-minute Back-to-School Financial Checkup today and start the season with a stronger financial foundation.