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Financial Rules of Engagement

I can’t think of a more dynamic time in one’s life than where Millennials find themselves right now. Our twenties and thirties are loaded with critical decisions at almost every turn. From launching careers and finding purpose in life, to buying homes and starting families, there’s no other time quite like it. I’d argue it’s[…]

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Millennials, Money and Marie: How Not to Shop ’til You Drop

The holiday season is upon us! Time to panic if you haven’t started shopping yet, right? Eh, with Amazon Prime you’ve got plenty of time. This happens every year but just like winter weather and daylight savings time, we never feel prepared. And my email inbox is filled with so many sale and promotional emails[…]

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Early Retirement – How Should I Invest?

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[…]