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.[…]

Millennials, you are not invincible. Consider your need for life insurance.

Why Do Millennials Need Life Insurance?

Many Millennials are delaying traditional life milestones that 20- and 30-somethings in the past would have already achieved such as getting married, buying a house or starting a family. We have a lot on our plates trying to achieve our goals of paying off student loans, saving for retirement or starting a business.  Believe me,[…]

Millennials can learn how to maximize their group benefits during open enrollment.

For Millennials and Gen Y, It’s Open Enrollment Season

It’s that time of year again for many employees: open enrollment for group benefits. This means you have a relatively small window of time to select or change the various elections offered to you. My friends at CNBC were kind enough to invite me back to On The Money to discuss the topic. You can watch[…]