Prior to entering the financial services industry, I had this notion that financial advisors provided their value purely as stock pickers. That their job was to help their clients “outperform” the market by helping them to select the best-performing stocks. As my experience grew in the industry and as the industry has continued to evolve …
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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 …
Being stressed about finances is never a good thing. Financial wellness directly correlates to our overall well being. Being over your head in debt, losing your job, or having to pay for a crippling unexpected expense, all can cause massive amounts of stress. That stress can have negative effects on your mental and physical health. …
The variety of Financial Advisors, Financial Professionals, Financial Planners, etc, that people hold themselves out to be has become extensive. Our industry hasn’t done a great job of defining the distinguishing characteristics of each to our consumers. It’s probably left you asking, what do financial planners do? If you had to choose between an advisor …
The 401(k) is the primary tool used to save for retirement today. It can be hard to determine how much to contribute to your 401(k) when you factor in debt, savings, and other financial goals. This article explores how to balance the 401(k) contributions with other financial priorities to help you answer the question, how …
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 …
