Millennials are saving more for retirement, however there is room for improvement.

Good News, Bad News: Retirement Savings Edition

Good News Millennials, I have good news for you! Studies are showing that we are better at tracking expenses and sticking to a budget than Baby Boomers. This is what I like to hear. More of you are saving for your future which I think can be attributed to an improving job environment and strong entrepreneurial[…]

Getting your financial life in order takes hard work, but there are some simple tips to make the journey easier.

Personal Finance “Hacks”

How many times have you clicked on that article online that started with “Top 5 Ways..” or “Quick tips to..”? Probably a lot.  We work hard on many things in our lives, but sometimes we all want a shortcut.  Just like there is no miracle juice drink or 5 minute workout that will get you[…]

If you are getting married, it's time to do some basic goal setting and financial planning. Don't forget about estate planning!

Then Comes Marriage

You are crushing it in your career and have found love! Mazel Tov! You and your partner have decided to make it official and tie the knot. Now what? I’m not going to give you any wedding planning tips because Heather ran that show. However, I can share some advice on financial planning topics to address[…]

If you need last minute cash, don't tap your 401(k). Have a cash reserve and plan ahead.

Need Cash? Don’t Tap That 401(k)!

Let me share a story with you.  Tom and Jane are a Millennial couple who just got married and are looking buy their first house.  The have saved up some money but have student loan debt.  Unfortunately, Tom just lost his job leaving them with only Jane’s income to pay the bills and the loans. […]

Can Millennials retire like their boomer grandparents? Social Security and the Market may be a factor.

Can I Achieve Financial Independence?

I know this question isn’t probably top of mind for Millennials. Do you even know what “financial independence” means or looks like for you? Let me give you an idea. Financial independence is the new term for retirement because for many of us, it doesn’t mean playing bridge or golfing every day in sunny Florida.[…]

That tax refund isn't what you think it is. Learn why letting Uncle Sam hold your money may not be the best idea.

We Take the Fun Out of Tax Refund

Are you getting a tax refund this year? The answer is probably yes because the IRS says that most taxpayers do get money back each year. Sadly, that is not the answer financial advisors like myself want to hear.  Why?  Because that means you just loaned the government money interest-free.  The federal government had your[…]

Estate Planning is essential for the wealth transfer from Baby Boomers to Millennials.

Estate Planning Conversations for Millennials and Boomers

I have a question for you Millennials: Did your parents talk to you about personal finance growing up? Have they talked to you recently about their financial plans for the future? The answer is probably not. However now is the time to have that conversation because an estimated $30 trillion in assets will pass down[…]