Financial Planning, Millennials

Do I Need Life Insurance?

Life insurance is one of those topics that most millennials are not thinking about right now, and honestly, most do not need to think about it until their 30’s. If you are young, single, and have no debt, then life insurance is probably not something you need regardless of what the life insurance salesman tells you. But, if you are…

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Financial Planning, Millennials

Moving The Needle

When it comes to finances, much of what we focus on is the fun stuff: picking stocks, exercising options, investment performance, etc. — and truthfully it’s all because of the media. Whether you turn on CNBC or go on Google, almost everything we hear about financially is investment-related. But, in personal finance, investments are just one piece of the puzzle. …

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Financial Planning, Millennials

How Am I Taxed?

With the combination of all the craziness of Bitcoin, Gamestop, AMC, etc., and tax season being around the corner, I thought it could be helpful to take a deep dive into something that confuses a lot of people, taxes. As I scroll through Twitter, I think I see a minimum of 10 tweets a week talking about how people wish…

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Financial Planning, Millennials

How I Manage My Money

One of my goals for 2021 is to continue to educate young professionals on topics related to personal finance. It’s actually the most important goal for me this year. When I took the job as a financial advisor, I did not realize how little we as a society know about money and how to manage it. We spent years and…

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