Winter Meeting 3: Budgeting - New Year, New Budget

Meeting Goals

Explore budgeting and other financial wellness topics by utilizing the iGrad platform.

Budgeting and Financial Wellness

Budgeting

Don’t ask how to budget money—ask why you want to budget
Distinguish between short-term savings goals and long-term saving goals
Track your spending to create a solid budget
Separate fixed expenses from variable expenses
Plan a monthly budget

iGrad

Financial Literacy platform available for all TRIO Scholars
Multiple tools to help you with budgeting, alleviating financial stress, and increasing your financial wellness
Scholarship search available to help assist you with paying for college

FAFSA

Remind mentee to fill out FAFSA for 2025-26

Guiding Questions

Guiding Discussion Questions and Tasks:

Are there things you want to save for?
Do you know what your monthly expenses and income are?
Encourage your mentee to explore iGrad, or update their information if they've used it before.
Have you completed your FAFSA for next year?

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