Millennials and Money – Helping Millennials with all their finances. Get a game plan to build a business, buy a home, pay off school, invest for the future.
You’ve seen it. Heck, you’ve probably done it at some point. I know I did. It’s that little line at the bottom of your footer or on the back of your business card. For me it read, “There is no greater compliment than a referral from a satisfied client.” It’s the equivalent of rocking a belt[…]
If you are a Millennial asking, “Should I refinance my student loans?” look no further. The infographic below will help guide you in this decision-making process. The first question is whether or not you are finished with school. If you aren’t done, you are likely not ready to refinance. If you are, then you need[…]
Last week was a tough one for the markets, but any financial planner worth their fee knows that pull-backs, corrections and recessions are all part of the long game. However, even we planners are not completely absolved of the emotional impact market volatility can cause (we feel it too), but good planners are well disciplined[…]
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[…]
So, what’s your favorite story from the recession? Mine is when former Lehman Bros. CEO, Dick Fuld, got punched in the face at the gym. I still can’t believe someone did what everyone on Main Street was thinking. Did it put dollars back in the pockets of those who lost it all, or prevent the[…]
According to my SEO professionals, there are a lot of Google searches out there on how to save a million dollars. Many of these searches will have you stumble across financial blogs where so called “financial experts” pawn off sensational stories of uncomfortable austerity and radical savings schemes (or as they think of it, practical[…]
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[…]
On Monday, there was this crazy article written by CNBC’s Annie Nova suggesting that more that 1 million people default on their student debt each year and, that 40% of borrowers are expected to default on their student loans by 2023! The article was based primarily on two different research papers. The more recent paper, titled[…]
Millennials and personal finance is my thing. So I love that this Axios article also caught the attention of Michael Kitces, Josh Brown, and Michael Batnick. I personally wanted to see where student debt repayment squeezed into the “average” Millennial’s cash flow and how much of a drag it really has on their financial lives. Then, I[…]
Most parents tune out the beautiful sounds of their toddler’s favorite cartoons. Not me! While others are escaping into their iPhones to check their social media feeds, I am joining my little girl on amazing animated adventures. I love cartoons. Always have and always will. The Simpsons, Ren & Stimpy and Rick and Morty barely[…]