Financial Planning, Millennials

HENRY’s: How to Make the Most of This Opportunity

What is a HENRY?  Alright, I know what you are thinking just from the title. “What in the world is a ‘HENRY’? Well, HENRY stands for “High Earner But Not Rich Yet”. It refers to people in their first half of their working careers that are making substantial incomes, somewhere between $100,000-$500,000 spending on where they live, but have minimal…

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Financial Planning

Not Another Election Post

As you can tell by the title, this is not another post about the election or how the election will impact your portfolio. Honestly, there will be plenty of those posts being published today, but the truth of the matter is that no one knows what’s going to happen to the markets after the election, even if some people pretend…

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Financial Planning

Types of Savings Accounts

Saving is essential to creating a strong financial framework for yourself. There is honestly no way around it. However, you do have a choice on where you save. There are a variety of options that exist so in this blog post we are going to discuss some of the most popular options you have, the pros and cons of each,…

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Financial Planning

Weekend Review October 4, 2020

Tweets of The Week Favorite Articles Anthony Isola: A Double Tap Of Retirement Misery “Lower-income Americans are facing a retirement crisis of tsunami-like proportions. Most of the benefits are going to the top decile of workers, while a considerable portion of employees struggles to pay their daily bills. Their children are in a similar boat. Without an education, they will…

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Financial Planning

How To Overcome Financial Anxiety

As humans, we all go through struggles. It seems as if anxiety and depression are rooted in everyone’s DNA, but especially the younger generations’. According to CNBC, Millennials are three times more likely to experience symptoms of anxiety than baby boomers and Gen-Zers were four times more likely.  Whether this is because of social media, our phones, finances, or this…

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Financial Planning, Millennials

12 Myths Millennials Have About Money and Wealth

Over the past few years of working with millennials, I’ve come to realize that there are numerous myths and misconceptions that are driving millennials behavior around money. I am not sure where these misconceptions began, but regardless, they exist.  As I began meeting with more and more millennials, I jotted down every misconception I heard with a goal of debunking…

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