Estate Planning for Millennials. [Yes, you need a plan.]
It’s time to change the perception of estate planning. It’s not just for the rich, or the Boomers, or the family of five down the street. Estate planning is something the millennial generation, and really all legal adults, need to consider. Like many other millennials, you may be busy focusing on work and paying off […]
Work Your Money, Not Your Life ft. Roger Ma – PB 192
Roger Ma, CFP, is an award-winning financial planner at lifelaidout, a publisher strategist at Google, contributor to Forbes, and author of Work Your Money, Not Your Life: How to Balance Your Career and Personal Finances to Get What You Want. He helps people set and reach financial goals that are aligned with their values and […]
5 Money Conversations You Should Be Having
Let’s talk about money. In fact, let’s talk about money with a lot of different people. These are the 5 conversations you should be having about your money: 1. Talk to your partner. Or, if you’re single, talk to yourself. This is a conversation focused on the big picture. What are your goals for your […]