Certified Financial Planner Archives | Millennial Wealth Management

Funding the Cost of College

Written by Millennial Wealth Management on September 21, 2021. Posted in Uncategorized.

It’s no surprise that college tuition is undeniably expensive by most measurements and it’s not getting any cheaper. Communicating the reality of the...

How To Manage Lifestyle Creep

Written by Millennial Wealth Management on September 8, 2021. Posted in Finance.

Lifestyle inflation, also known as “lifestyle creep”, is that slow but steady creep of spending more over time on luxury items and things that go beyond...

Saving for a New Home Purchase

Written by Millennial Wealth Management on August 20, 2021. Posted in Finance.

2020 was an unprecedented year in recent memory to say the least. The pandemic drove a number of trends, including younger Americans storing away cash...

6 Steps To Create A Zero-Based Budget

Written by Millennial Wealth Management on August 10, 2021. Posted in Finance.

In the finance world, we often talk about the need for a budget and how it’s the foundation of any financial plan. However, financial professionals...

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...

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