Blog, Events & Media

You know you're a grown up when you have to buy insurance. Why do you need it? What type? And how much?

Millennials are a generation of survivors. Why, you ask? Because this generation has survived the 2001 September 11th attacks, the financial crisis of 2007-2008, and now the COVID-19 recession…just to name a few. Each time Millennials attempt to grow professionally, academically, or financially, they take a blow to their pockets. As a Millennial myself, I know this all too well.

As you know, the population of the United States has been paying Social Security taxes for the majority of people’s working years. Unfortunately, despite this long-term commitment, few people have a solid understanding about their best strategies when it comes to applying for Social Security benefits.

Wouldn’t it be great if you could get all the different pieces of your financial life together in one box? We can do that.

We all know goals are important, but sometimes it's hard to know how to set financial goals that are realistic, clear, and achievable. Our process can help you figure out what you want—and how to get there.