Blog

Looking for fresh perspectives on financial planning? Our blog is your trusted resource for insights, tips, and strategies to help you navigate your financial journey. From retirement planning to smart investing, we break down complex topics into actionable advice.

The Basics of the Traditional IRA

May 29, 2020 | Millennial Wealth Management

By Mack Bekeza, CFP® Hopefully, you enjoyed my piece on Roth IRAs, but what about Traditional IRAs? Don’t people ask me about those too? Well yes, they do! For those who earn too much to contribute to a Roth IRA, you …

The Basics of the Roth IRA

May 22, 2020 | Millennial Wealth Management

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 be a powerful tool for retirement planning and is usually one of the …

Should you Finance your Car?

May 15, 2020 | Millennial Wealth Management

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 question has been a hot topic for a long time and for good re…

How Can You Prepare for being Furloughed or Laid off?

May 7, 2020 | Millennial Wealth Management

By Mack Bekeza, CFP® With multiple states beginning to “reopen” their economies, many are worried about the possibility of being furloughed or even laid off. So in times such as these, what can one do to prepare for s…

The 12 Biggest Mistakes Millennials Make with Money

May 5, 2020 | Millennial Wealth Management

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 where debt became culturally acceptable. Because we started on the wrong foot, w…

Student Loan Relief During COVID-19

May 3, 2020 | Millennial Wealth Management

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 have is their student loans. Fortunately, if you have student loa…

Employee Retention Credit

April 17, 2020 | Millennial Wealth Management

The Basics of the Employee Retention Credit By Mack Bekeza, CFP® As of April 16, 2020, the Payroll Protection Program (PPP) has exhausted its $349 Billion in funding for small businesses. So if you were consid…

Economic Injury Disaster Loans

April 11, 2020 | Millennial Wealth Management

Economic Injury Disaster Loans and what you need to know! By Mack Bekeza, CFP® With entrepreneurs and small business owners agreeing that the SBA’s loan programs in response to COVID-19 can be confusing, we at…

Paycheck Protection Program

April 5, 2020 | Millennial Wealth Management

Paycheck Protection Program – What You Need to Know The fact that payroll is likely going to be a small business’s highest controllable cost, we at MWM believe that discussing the Paycheck Protection Program (P…

Should I Pay Off My Mortgage Early?

December 8, 2017 | Millennial Wealth Management

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 You Pay Off a Mortgage Early? There are a number of considerat…

Securing Your Future With Premier Financial Solutions

The world of finances is riddled with complexities. From student loan repayments and debt management to asset allocation and retirement planning, millennials face much uncertainty when it comes to managing their wealth. Therefore, we at Millennial Wealth Management strive to provide a new approach to financial advice that not only enhances your level of financial literacy but also presents curated solutions that are tailored to help you achieve your life goals. Our team is equipped with the tools and expertise to analyze your current financial situation while also setting you up for future success. Visit our website or call a member of our team today and make the first step to taking control of your finances with confidence.

Schedule Appointment

(303) 578-8535