Financial Foundations Archives | Millennial Wealth Management

2022 Quarterly Financial Review for Millennials

Written by Kenny Senour, CFP® on January 26, 2022. Posted in Finance.

In uncertain times, having a review plan for your finances in place is vital. Needless to say, 2022 has gotten off to a rocky start. Political entrenchment...

End of the Year Planning Considerations

Written by Kenny Senour, CFP® on October 25, 2021. Posted in Finance.

It’s hard to believe we are quickly approaching the end of the year. As we head into the holiday season and work (hopefully) begins slowing down, here...

The Backdoor (Roth) Might Be Closing

Written by Kenny Senour, CFP® on October 13, 2021. Posted in Finance.

The Roth IRA can be a great way to hedge against rising taxes in retirement. One of the best aspects of a Roth IRA (or Roth money set aside in a 401(k)...

How To Manage Lifestyle Creep

Written by Kenny Senour, CFP® 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 Kenny Senour, CFP® 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 Kenny Senour, CFP® 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...

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...