Blog | Financial Planning & Investments for Millennials

Traditional vs. Roth 401(k) Contributions

Written by Kenny Senour, CFP® on July 6, 2021. Posted in Finance.

The different ways you can save for retirement is staggering. On top of that you need to decide what type of contribution to elect into your account...

The ABCs of Employer Sponsored Retirement Plans

Written by Kenny Senour, CFP® on June 24, 2021. Posted in Finance.

Retirement plans offered through your job come in all shapes and sizes. Understanding the details can almost feel like learning a foreign language....

The 5 Biggest Mistakes Millennials Make with Money

Written by Heather Venechuk on July 17, 2020. Posted in Uncategorized.

Our generation is notorious for not being so financially savvy. It’s up to us to change the game. So, what can we learn from the 5 biggest mistakes...

Is Being an Independent Contractor Worth it?

Written by Millennial Wealth Management on July 10, 2020. Posted in Finance.

By Mack Bekeza, CFP® One of the most significant rights someone has in the United States is the ability to pursue happiness and can bear almost any...

Decoding the SEP-IRA

Written by Millennial Wealth Management on June 19, 2020. Posted in Finance.

By Mack Bekeza, CFP® With millions of small business owners in the United States, one of the most significant problems they face is how do they plan...

How Does a Credit Score Work?

Written by Millennial Wealth Management on June 12, 2020. Posted in Finance.

By Mack Bekeza, CFP® A question I have been asked about lately is, how does a credit score work? If you are someone who is currently in debt or is considering...

Do You Have Unclaimed Property?

Written by Millennial Wealth Management on June 5, 2020. Posted in Finance.

By Mack Bekeza, CFP® Did you know that 1 out of 10 Americans have something called Unclaimed Property? Did you also know that, according to the National...