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.
When I do financial planning with clients, we spend a good amount of time talking about retirement with the assumption that they will retire at age 65. However, clients often ask if early retirement is possible. For many Millennials, they don’t want to be doing the same thing for another 30-40 years. If you aren’t[…]
Do you think your financial health is good shape? Or are you worried about something? It’s ok to feel nervous about finances. Most people do because they don’t know what there are reading or hearing about. There is a lack of financial literacy among all generations, not just Millennials that keeps everyone on edge about[…]
If you’ve proven that you have earned the right to invest by identifying, quantifying and prioritizing your goals, mastering cash flow and establishing a cash reserve then we can talk investments. If you haven’t then check out our Get #FinLit page. Have you taken care of those things? Good, now we can talk investing. When[…]
One of the most important things you can do for your financial life is to set goals. For many, this can be difficult because most of us have multiple financial goals in life. Some common ones I see are retirement, buying a house and paying down debt. It can be tough to figure out what[…]
Happy New Year! I hope you ate lots of good food and spent time with family and friends this holiday season! Now that 2018 has arrived, let’s spend some time on those resolutions. I’m personally not the biggest fan of resolutions but it is a good opportunity to tackle some things you have been meaning[…]
The holidays can be a wonderful joyous time or a very stressful time. For many the stress of the holidays comes from shopping for gifts for loved ones. According to a GoBankingRates survey, about 57% of people plan to spending one full paycheck on the holidays. That’s an average of $1,908 for someone paid every[…]
If you bought a home recently, you understand how easily it can eat up money. From the down payment and closing costs to paint and furniture, it disappears fast. And now as we approach the holiday season, where spending often increases, you may start feeling the pinch. However, all is not lost. If you spent[…]
October 2017 marked the first time that borrowers could apply for Public Service Loan Forgiveness (PSLF). The PSLF program forgives the student debt of federal borrowers who, as Ron Lieber of the New York Times writes, payed their loans the right way, worked for the right kind of employer, had the right kind of federal[…]
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[…]
This week on the blog, I want to share the love and tell you about one of my favorite people on the planet: Shannah Compton Game. Shannah is not just an amazing CFP® Professional (and good friend of mine), but she is also a fellow CFP® Board Ambassador. What’s even more amazing about Shannah is[…]