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Latest From Our Blog

10 Money Mistakes Millennials Should Avoid

Many millennial households are on their way to building substantial wealth. They are saving 20% or more of their paychecks, investing in 401(k) accounts, and keeping their debt levels low. But others, even those with good educations and solid careers, are making financial mistakes. And some are making them over and over, digging a hole from which it may take years to climb out.

Happy Thanksgiving!

Every Thanksgiving Day, I gather my kids around the table and we tell each other what we’re thankful for. So gather around my financial planning table and let me share what I’m thankful for.