Levi Sanchez, CFP®, CPWA®, BFA™

Levi Sanchez is a CERTIFIED FINANCIAL PLANNER™, CERTIFIED PRIVATE WEALTH ADVISOR®, BEHAVIORAL FINANCIAL ADVISOR™ designee and Founder of Millennial Wealth, a fee-only financial planning firm for young professionals and tech industry employees. Levi’s been quoted in the New York Times, Business Insider, Forbes, and is a frequent contributor to Investopedia. He is an avid sports fan, personal finance and investing geek, and enjoys a great TV show or movie. His mission is to help educate his generation about better money habits and provide financial planning services to those who want to start planning for their future today!

Benefits of a 529

6 Benefits of a 529 Plan

The 529 plan is one of the most popular ways to save for a child’s college expenses. As the cost of higher education continues to increase at an astronomical rate, it’s more important than ever to plan for your child’s college expenses using tax-advantaged accounts such as the 529. Below we’ve listed the several benefits …

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tax efficient investing

Importance of Tax Efficient Investing

This article will discuss the importance of tax-efficient investing in order to maximize portfolio returns. From the different types of tax status at the account level, to tax-efficient investments, we’ll uncover simple strategies to ensure you’re keeping most of your investments returns.  Importance of Tax-Efficient Investing Taxable, Tax-Deferred or Tax Exempt? There are 3 differing …

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best way to budget

Best Way to Budget: Automation

A budget is similar to a diet. What a diet is to physical health, a budget is to financial health. Both are developed to improve yourself, but neither are typically sustainable. More often than not they’re temporary lifestyle changes, not permanent behavioral changes. As a result, we’ve found the best way to budget is through …

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5 Financial Mistakes Millennials Make

Millennials are often criticized for their spending habits and YOLO (you only live once) lifestyles. Being millennials ourselves we can sympathize with our generations general view on lifestyle and saving habits. Most saw our parents go through the dot-com bubble, and housing crisis, which we believe contributed to “enjoy the money now because you never …

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investing is not gambling

3 Reasons Investing is NOT Gambling

People who’ve never invested before oftentimes question the difference between investing and gambling. It’s true both involve risking capital in hopes of making a profit, however, the similarities end there. It would be a mistake to believe otherwise. Here are 3 reasons why investing is not gambling. 3 Reasons Investing Is Not Gambling Investing involves …

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First Time Home Buyers Guide

Millennials have become notorious for NOT buying homes. In our opinion, it has more to do with broad economic conditions, and social preferences, rather than a lack of interest in buying a home. Millennials are simply delaying big life events such as purchasing a home, getting married, and having kids, longer than previous generations. Regardless, we …

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