Grown-Up Money

Our new blog is focused on the financial needs of millennials.

Key Takeaways

  • Today’s Millennials ARE very interested in money—they just want to be educated about it on their terms.
  • Technology enables advisors to guide Millennials on the road to financial independence and build a lifelong relationship with advisors as they accumulate more wealth over time.
  • Information delivery and interaction with you will change, but the importance of cash flow, taxes and your balance sheets remains the same.

Millennials Rising

Key Takeaways

  • This blog is now going to focus primarily on millennials and helping them improve their financial literacy.
  • Millennials will be inheriting more wealth at a younger age than any previous generation–and they’re generally not prepared.
  • As advisors, we’re in a unique position to help millennials and the older generations that will be passing on tremendous assets to them.