Tag: Millennials
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The Ultimate Guide to Setting Financial Goals
Let’s face it – we millennials have unique financial challenges. From student loan debt to an ever-evolving job market, the pressure is real. It’s a lot. However, you can navigate these increasing challenges. Setting financial goals can be your financial North Star. Let’s explore how to establish your short-term and long-term financial goals and why…
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Get Ahead: Your Guide to Financial Planning
Want to eat all of the avocado toast and get all of your coffee out? Well, there is a way to afford it all. How? Financial Planning. Financial planning is like Apple Maps for your financial journey. It’s your road map to achieving your life goals, whether that’s buying a house, traveling the world, or…
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Financial Things Every New Parent Needs to Consider
As a parent, your primary concern is ensuring your children have everything they need to grow up healthy, happy, and well-educated. However, it is equally important to consider their financial future, particularly in today’s volatile and uncertain economic environment. In this blog post, we will explore some of the most critical financial considerations parents need…
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Bonds Are Back
Bonds have not been a thing for a minute now. They have been boring for my entire financial career, offering negligible returns. A quick Google search for “bonds” will bring results for James and Barry, not the $46 trillion fixed-income market. When bringing up bonds in meetings with clients and prospects the past few months…
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Financial Planning and Advice for Millennials
Building wealth in your 20s and 30s looks different. The traditional financial service industry targets the retirement market, as that is typically the height of wealth for most families. Financial advisors usually attempt to get their investments and charge a percentage or sell annuities that generate commission-based and ongoing fees. Either way, financial services focus…
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Why You Should Use an Independent Financial Advisor
There are a lot of financial advisors out there. The Bureau of Labor Statistics estimates that the United States has approximately 263,000 personal financial advisors. There are 3,330 St. Louis financial advisors, according to U.S. News. St. Louis has a lot of financial advisors and financial planners for a city of its size. For a St.…
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A Financial Wellness Guide for Millennials
We often think of wellness in terms of physical or mental health. Paying lots of attention to them, we often spend a lot of time, effort, and money trying to focus on them. To achieve a better quality of life, we focus on our mental and physical health. We rarely talk about money. It’s so…
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Financial Advice for Millennials Will Be Different
Millennials Will Ruin Another Industry Do you remember family restaurants or plastic straws? They are still around, but I can’t recall the last time I sipped through a plastic straw inside a TGIFridays. Millennials have undoubtedly had an outsized impact on the restaurant industry and will similarly affect financial advice. Key Takeaways The Millennial Generation…
