Blog | Financial Planning & Investments for Millennials

The Basics of the Roth IRA

Written by Mack Bekeza on May 22, 2020. Posted in Finance.

Mack Bekeza, CFP® As a Certified Financial Planner™, one of the most frequent questions I am asked is, “How does a Roth IRA work?” The Roth IRA can...

Should you Finance your Car?

Written by Mack Bekeza on May 15, 2020. Posted in Finance.

By Mack Bekeza, CFP® Thinking about buying a new car…or at least a car that is new to you? Should you even finance a car purchase in the first place? This...

How Can You Prepare for being Furloughed or Laid off?

Written by Mack Bekeza on May 7, 2020. Posted in Finance.

By Mack Bekeza, CFP® With multiple states beginning to “reopen” their economies, many are worried about the possibility of being furloughed...

The 12 Biggest Mistakes Millennials Make with Money

Written by Heather Venechuk on May 5, 2020. Posted in Finance.

Millennials aren’t the most financially savvy bunch. Most of us weren’t taught the basics of personal finance and then put in a position...

Student Loan Relief During COVID-19

Written by Mack Bekeza on May 3, 2020. Posted in Finance.

Student Loan Relief During COVID-19 By Mack Bekeza, CFP® With COVID-19 wreaking havoc in more ways we can imagine, one of the biggest fears some people...

Employee Retention Credit

Written by Millennial Wealth Management on April 17, 2020. Posted in Finance.

The Basics of the Employee Retention Credit By Mack Bekeza, CFP® As of April 16, 2020, the Payroll Protection Program (PPP) has exhausted its...

Economic Injury Disaster Loans

Written by Millennial Wealth Management on April 11, 2020. Posted in Uncategorized.

Economic Injury Disaster Loans and what you need to know! By Mack Bekeza, CFP® With entrepreneurs and small business owners agreeing that the...

Paycheck Protection Program

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

Paycheck Protection Program – What You Need to Know The fact that payroll is likely going to be a small business’s highest controllable...

Should I Pay Off My Mortgage Early?

Written by Millennial Wealth Management on December 8, 2017. Posted in Finance.

Welcome! In this post: We will look at whether it makes sense to pay off a mortgage early. This is the Millennial Wealth Blog. Should...

10 Money Moves to Make before your 30s

Written by Millennial Wealth Management on August 11, 2017. Posted in Finance.

Welcome! I am super excited to bring to you a special guest post from Andy Masaki of PennylessDad.com. He has a story many can relate to, so if you...