Finance Archives Page 2 of 4 | Millennial Wealth Management

5 Smart Ways To Use Your Monthly Child Tax Credit

Written by Millennial Wealth Management on July 12, 2021. Posted in Finance.

ICYMI the IRS is rolling out Advance Child Tax Credit Payments starting on July 15th. Normally, If you have any qualifying children under the age of...

Traditional vs. Roth 401(k) Contributions

Written by Millennial Wealth Management 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 Millennial Wealth Management 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....

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...

The Basics of the Traditional IRA

Written by Millennial Wealth Management on May 29, 2020. Posted in Finance.

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...

The Basics of the Roth IRA

Written by Millennial Wealth Management 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 Millennial Wealth Management 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...