Learn what's new in online banking.

Online Checking Accounts Featuring Aspiration

What’s new in online banking? Aspiration. I get a lot of questions from clients and friends about which bank or checking account I would recommend they use.  I generally suggest they focus on the accounts with the best features and lowest fees because, like many of us Millennials, I’m not a fan of most big banks.[…]

Read the story of why we decided to write a book, how we got it published and some special thanks.

Behind the Scenes of “The Millennial Money Fix”

As many of you already know, The Millennial Money Fix was officially released on Monday. Heather and I have spent the last year and a half working on it, and as two working professionals and parents who commute to and from the city, we arguably bit off more than we could chew! However, we started[…]

Get started on estate planning now before it's too late.

How to Get Started on Estate Planning

For those Millennials (and Baby Boomers- don’t think you’re off the hook!) who own and home or have a family, estate planning is something you absolutely must do.  I see so many people avoiding it because they don’t want to have those what-if conversations with their partner or they don’t want to pay an attorney.[…]

Check out my top 5 money habits to work on before you turn 30.

Top 5 Money Habits to Learn Before Age 30

For many Millennials, personal finance is a complicated area.  There was never a class in high school, college or even business school that taught everything you need to know about personal finance.  And there are people on TV yelling at you with recommendations for what to buy or sell, but that’s not what it’s really[…]

Student loan debt doesn't have to hold you back from the great things in life.

4 Steps to Conquer Student Loan Debt

As the cartoon illustrates, many Millennials are being held back from achieving their goals because of debt. And don’t think our goals are just buying avocado toast or tickets to Coachella. We have real goals. Big goals like starting our own businesses, buying a home and saving for retirement. But we also have debt. This[…]