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[…]
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[…]
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[…]
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[…]
Did you know that this week is National Retirement Security Week? Now before you go all whatever, Douglas, I’ve got this, let’s take a short quiz: How much do you have saved for retirement? How are you saving it? Is it in a 401(k), IRA, Roth IRA, SEP, SIMPLE IRA? Do you even know what[…]
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,[…]
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.[…]
As Millennial parents, many of us spend a lot of time planning for a baby and then for the expense of raising a child. But, what about once that child grows up? Is there something you can do as a parent to help save for college, their future retirement or just a little something extra?[…]