An Education in Education

An Education in Education
14 Oct 2016

Matt from here, and my wife and I are parents of two young children, the oldest of which has just started pre-school. Not only is he getting an education, WE’RE getting one, too! But our education is in fundraising for schools and local non-profits. It seems the cost of things are constantly rising. They are out pacing our monthly budgets.

Do they not know young families have student loans, car payments, a house payment and all the usual expenses? So, here’s my top tips for making sure you’re doing all you can for the schools, churches and non-profits…with a minimal impact on your budget. Sometimes financial planning is more than stocks and bonds.

  • When you buy a book for your child form a school book fair they will donate one to the school. Your child’s classroom benefits! It’s a win win!!
  • I was talking with my co-workers and found out about a really slick idea. If you go to this Box Tops for Education app, you can download it to your phone, scan the box tops and scan your receipt. It automatically goes to your school of choice! Nothing to save, nothing to collect and you won’t have to worry about losing them and have your box tops expire.
  • Hy-Vee receipts are gold. You turn in your receipt and they give money to the school. If you’re like me how you do keep track of all those pesky receipts? Here’s a great shortcut! When you register for their Fuel Saver program, you can opt to have you receipts sent to you through your email. Save them up for a month, print them out and send them with your kid to class! Or, you could even email the receipt to the teacher in the classroom. So far this year, I’ve sent our receipts to the school for their benefit…no extra money out of our pocket!
  • In our household, we purchase most of the sundries (toilet paper, paper towels, toothpaste, diapers, wipes etc.) through Amazon Smile. 5% of the price of your eligible purchases is donated to the charity of your choice. We use this to donate to our church and the great children’s programs they offer. It’s no extra money out of our pocket and we don’t have to wait in line at the grocery store!
  • Finally, you can save money for your kid’s college education in a small, yet easy way, though You can get a new card or register an existing credit or debit card, and you get cash back for your purchases, which you can put into an Iowa 529 plan, which will give you, in effect, cash back for college!

Help your friends and family out…forward this blog to Grandma, Grandpa, your Aunts , your Uncles, your brothers and sister so THEY too can start benefiting their schools, churches and non-profits. All of these things are free of any extra cost, and we’ll all be able help in the Education in Educations.

If you have questions or concerns about any of this please feel free to! Where Financial Planning is about more than stocks and bonds.


Matt Westberry

As an independent financial professional, Matthew R. Westberry’s goal is to help you create a personalized investment plan that is unique to your situation, attitude and goals. He is dedicated to building long term relationships and providing continued service to ensure that your objectives are met. Matt takes a personalized approach with his clients, he will sit down at your kitchen table, take the complex issues facing retirees & pre-retirees and put together a comprehensive, easy to understand plan that will help you achieve your financial goals. Matt graduated from Coe College in 2005 where he majored in Business Administration and Economics. Matt is currently enrolled in The American College of Financial Services Certified Financial Program. He believes that continuing his education benefits both him and his clients. Matt is currently an Investment Advisor Representative with Cambridge Investment Research, Inc. He holds the series 6, 7, 63 and 65 licenses as well as accident, health and life insurance licenses. Matt currently resides in Marion, IA with his wife Cassandra and son Landry.