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[…]

financial wellness

Financial Wellness: The Key to a Happier Life

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.[…]

What do financial planners do

What do Financial Planners Do?

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[…]

what to do with my rsu's?

What to do with my RSU’s?

RSU’s or restricted stock units are a form of equity compensation. They offer an incentive in the form of company stock to remain with a company. RSU’s can be a very valuable form of compensation and offer several planning opportunities. However, if you’re not familiar with exactly how they work, or what these opportunities are, you[…]

how much should i contribute to my 401(k)

How Much Should I Contribute to My 401(k)?

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[…]

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[…]