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Step Away from the Social Feed

Key Takeaways A recent study found that 57% of Millennials buy products online from ads or videos they see on their social feeds that they

Building Your Retirement Pyramid

Key Takeaways A recent Aperion Cares survey found that one third of Millennials thought they could live off $200,000 in retirement. AARP says today, you

Investing

Investing Expectations

Key Takeaways There’s a big difference in what the Millennial generation expects in terms of returns on investment in the stock market versus what their

The 50% Rule

Key Takeaways If you get a raise or your income increases for some reason, use the 50% Rule to take half of that increased income

The “Freedom To” Future

Key Takeaways The current generations heading in to retirement no longer like to use that word as it holds a negative connotation, instead, think of

Saving, Spending, and Borrowing

All Together Now – The Wealth Portal

Key Takeaways There are many apps out there that can help you track your finances separately, but it’s cumbersome and time consuming. A wealth portal

Save First, Spend Second

Key Takeaways If you want to build wealth successfully, you need to save first and spend second. The rule of thumb when it comes to

Half the Clothes, Twice the Money

Key Takeaways When we get ready for a vacation, we typically pack too many clothes and don’t budget enough money. When we make big purchases,

Core Principles

Plan for Change

Key Takeaways It’s important to have a plan, even though your plan will change as it progresses. Putting a plan together, even if it’s not