Wealthy Millennials vs. Average Millennials

I came across an interesting article on MagnifyMoney.com titled “Where the Wealthiest Millennials Stash Their Money” that compared the top 25% of Millennial households with Average Millennial households. It compared things like how each group invests money, how their financial assets are structured and how their debts are structured. And like any good Millennial, I wanted[…]

Does retirement mean downsizing? It's one of your choices.

Where Are You Going to Live in Retirement?

A lot of this blog is focused on issues that Millennials themselves are facing, but this week I want to share some thoughts for my Boomers. (Millennials, this is a good post to send to your parents if they are nearing retirement). If you are already retired or nearing retirement, the choice of where to[…]

Self-employed Millennials still need to save for retirement. Check out some of your options.

How Self-Employed Hustlers Can Save for Retirement

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,[…]

Learn what's new in online banking.

Online Checking Accounts Featuring Aspiration

What’s new in online banking? Aspiration. I get a lot of questions from clients and friends about which bank or checking account I would recommend they use.  I generally suggest they focus on the accounts with the best features and lowest fees because, like many of us Millennials, I’m not a fan of most big banks.[…]