Traditional financial planning focuses on buying a home, raising children, funding college, and retiring. Special needs financial planning, on the other hand, is designed to help you manage your money so that you can provide for the lifelong needs of your child with special needs. Get to know financial advisors who specialize in serving special needs […]
Older adults often give Gen Z a bad rap as the generation of lazy freeloaders who have no interest in managing their finances. However, that’s not the case at all. Many are eager to boost their financial knowledge and make well-informed decisions about budgeting, debt management, and investments. A lot of Gen Zers are learning […]
“When I was trying to buy my first home, I wasn’t buying smashed avocado for $19 and four coffees at $4 each,” said Tim Gurner on “60 Minutes” a while back. His comments, appearing to deride millennials’ financial habits, caused quite a stir. While nobody would argue that eating out is the most efficient way […]
If you believe the hype, millennials will never be able to buy homes. The boomers think it’s because they consume too much avocado toast and designer coffee, but millennials will point out that the reasons are less personal and more systemic. The median price of a home in the U.S. in 1950 was $7,354. The […]
Millennials were born between 1980 and 1996, meaning in 2022, millennials are 26 to 42 years old. If we imagine retiring at age 65, that gives us 23 to 39 years to save for retirement. Investing and saving for retirement is one of those things where a little goes a long way. What I mean […]
Find financial advisors for millennials who can help with your financial planning needs so you can enjoy life with less money stress. As a member of Generation Y, more commonly referred to as ‘millennials’, you may be thinking about hiring a financial advisor who understands your unique financial planning challenges and opportunities. Fortunately, an increasing […]
Find financial advisors specializing in serving Gen X who are ready to help with your financial planning needs so you can enjoy life more with less money stress. As a member of Generation X, you may be thinking about hiring a financial advisor who understands your unique financial planning challenges and opportunities. Fortunately, an increasing […]
There is, without a doubt, a growing trend for investors (and consumers) to care about the impact they’re having on the world. Alongside this, there is an inevitable consequence. If we all care more about where our money goes, investing in ethical companies becomes not just an important moral choice but potentially a financially wise […]
People and businesses worldwide are encouraged more so than ever to do the right thing. This includes things like being environmentally conscious (recycling, sustainability), being fair to workers (human rights, anti-corruption, equal pay), being green-leaders (low carbon footprint, clean-technology innovators), and many others. As consumers, we love it. It feels great to support businesses that […]