warning turning 30

Top 5 Money Habits to Learn Before Age 30

For many Millennials, personal finance is a complicated area.  There was never a class in high school, college or even business school that taught everything you need to know about personal finance.  And there are people on TV yelling at you with recommendations for what to buy or sell, but that’s not what it’s really[…]

Millennials are saving more for retirement, however there is room for improvement.

Good News, Bad News: Retirement Savings Edition

Good News Millennials, I have good news for you! Studies are showing that we are better at tracking expenses and sticking to a budget than Baby Boomers. This is what I like to hear. More of you are saving for your future which I think can be attributed to an improving job environment and strong entrepreneurial[…]

Getting your financial life in order takes hard work, but there are some simple tips to make the journey easier.

Personal Finance “Hacks”

How many times have you clicked on that article online that started with “Top 5 Ways..” or “Quick tips to..”? Probably a lot.  We work hard on many things in our lives, but sometimes we all want a shortcut.  Just like there is no miracle juice drink or 5 minute workout that will get you[…]

Advisors embrace elimination of Obamacare taxes question GOP replacement plan

Best Investment Advice: Don’t Panic!

Remember the stock market crash of 2008? My bad for bringing up ugly memories, but, hey, it hit us all pretty hard. For many, the first thought was “Sell! Sell! Sell!” however if you had a good (and sane) financial advisor they probably told you this: Don’t panic! Our financial climate is constantly changing, and[…]

Millennials deal with out of control student loan debt. We teach you how to get a handle on that.

Get a Handle on Your Student Debt

The statistics about student debt are staggering. 70% of 2016 college graduates had student loan debt. Americans owe a total of $1.3 trillion in student loans. We have talked about it before but when so many Millennials are affected, the impact on achieving goals can be substantial. However, I’m not here to be the party[…]

Millennials, Stay Clear of Financial Goal-Setting Mistakes in the New Year

You might remember my article on DailyNews.com “Revisiting Tips for a Financially Empowered New Year,” where I told you I wasn’t the biggest fan of resolutions. Oh, yeah, and I let you call me a New Year’s party pooper? That’s still a true statement (not the party pooper part), but I’m never opposed to you[…]