Executive Checklist

Big PictureExecutive Checklist

How Millennials Can Work Smarter, Not Harder, at Mastering their Finances… From A Financial Planning Perspective

Millennials are generally described as anyone born between 1981-1996 and often get stereotypically mislabeled as “entitled,” “spoiled,” or “self-serving.” I disagree with this characterization. According to a recent study, 70 percent of millennials believe that working hard and 45 percent believe living frugally puts a person on a path to...
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