Millennial Entrepreneurs – Helping Millennials with their personal finances. Certified Financial Planner for Wealth Management and Protection Planning. (212) 279-9121
One of my favorite year-end tweets came from my friend, Russell Kroeger. I’ve had the pleasure of meeting Russell on several occasions. He is a massively talented financial advisor and one of the most genuine people you’ll meet. Here’s what he had to say about his growth as an advisor in 2019: 2019 has been[…]
I remember my first lines. I was sitting on a beach in Puerto Rico when it came out. It was a Reuters article from 2013 titled, “Financial advisers hunt clients in the Ivory Tower.” I was asked about how I leveraged my time in business school to prospect for clients. I felt so cool showing[…]
Leasing a vehicle is a good way to mark the passage of time. Last week, our first family SUV came off lease, which really got me thinking about all the places we’ve been over the past three years. With those memories in mind, my wife and I traveled down to South Jersey with our newborn[…]
It must have been my eighth trip to the New York Stock Exchange. Each time I step on to the floor, I close my eyes and try to imagine what it must have been like to get wrapped up in a typhoon of traders dashing across the exchange to fill their orders before the closing[…]
From a young age my brother and I had the good fortune of being introduced to personal computing. We were hooked the moment our eyes feasted upon the monochromatic display of our Tandy 8088, which was an extremely progressive and generous holiday gift to get from one’s grandfather. To me, our home computer was a[…]
Welcome to Q4 2018. Here’s where we are: Do the right thing no matter how you choose to operate your business. You can tell your clients you’re a fiduciary and that you have their interests above all else, but you’re going to talk that talk you need to walk that walk. There’s not a single[…]
Growing up, many of my summer vacations revolved around my father qualifying for his company’s national conference. By meeting certain production requirements, we would get to travel to a big city and then hop in a minivan to explore whatever part of the country we were in at the time. Thanks to AAA and their TripTik, my dad[…]
Given that Millennials are a generation with a lot of debt, it should come as no surprise that many are also looking for the best ways to make money on the side. They have a regular full-time job, but that income isn’t enough. When your main job isn’t giving you the income you want, creating[…]
If you are looking to start your own business or are already working on turning the side hustle into the main hustle, then I want to share with you some advice. I see many Millennials taking this path for a number of reasons. Sometimes it’s to have a better work-life balance and sometimes it’s to[…]
Self-employed Millennials know that there are lots of perks to being your own boss. You can make your own hours, set your dress code and decide where and when you will work. But the down stroke is that you don’t get some of the benefits of a typical workplace such as health care, insurance or,[…]