Financial Planning, Hip-Hop, Millennials

Money & Hip-Hop

Typically, rap artists are not your go-to source for financial advice, or even a good example of what to do with your money. For every Jay-Z, there are hundreds of MC Hammers; from the entourages to grills, homes, cars, partying and other frivolous spending, there is little financial responsibility. However, there is no shortage of songs about money, so I…

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Investing, Millennials, Technology

More on Millennials and Fintech

Last week I wrote about the changes in financial services, especially pertaining toward Millennials. Below is a pretty good video discussing Fintech, Millennials, and where the financial advisory industry is heading. Enjoy!   Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please…

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Estate Planning, Financial Planning, Insurance, Millennials

Neglected Areas of Millennials’ Financial Plans

  Quick, what’s the first topic you think of when you hear “Financial Advisor”? Investments? Retirement? It’s not uncommon to meet with a new client, and the first topic of conversation is the stock market, their investments, or something related to retirement planning. While I spend a significant part of my time analyzing investments and developing retirement plans, those are…

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