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…

Continue Reading

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…

Continue Reading