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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Financial Planning

Wealthy vs Rich

Everyone has their own view about money. Like many things in life, the way we think about money as an adult comes in large part from the experiences we had growing up. Whether you realized it or not, watching the way your parents’ handled money and working the after-school shift had huge impacts on the way we see and use…

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Financial Planning, Millennials

Budgeting 101

78% of Americans live paycheck to paycheck. Ever wondered why? As a society, we have become so focused on what we have instead of what we have saved. Material possessions are our sign of status these days. We feel obligated to buy every new thing to keep up, as if we would be seen as less without them, and before…

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