steps to financial success

Steps to Financial Success in your 20’s

The steps to financial success usually aren’t easy. However, there are steps you can take in the short-term to put yourself in a good position to meet your goals. At Millennial Wealth, we preach that living a fulfilling life includes not only physical and mental health but financial health as the third piece of the[…]

personal expense worksheet

Free Personal Expense Worksheet

We developed a personal expense worksheet to help our clients identify where they’re spending their money, and how much they’re spending on average, monthly and annually. We hesitate to call it a budgeting template because it’s not. We don’t believe in traditional budgeting unless it’s truly necessary to break bad spending habits. For most people,[…]

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[…]