Millennial Financial Planning

01/07/2024

Am I over saving?

$3M projected retirement savings at age 65….

12/25/2023

We wish you a Merry Christmas!

From your neighborhood financial firm,
mfp.

12/22/2023

11/23/2023

Happy Thanksgiving to all.
We are most grateful for our family, friends, and clients.
Eat well, drink, and be merry.

07/10/2023

It’s the start of Q2 earnings season…

What economic data and/or company reporting are you looking most forward to?

06/30/2023

Well…if you need a new plan for paying off your student loans, and budgeting the other aspects of your life, shoot us a message.

06/27/2023

Are you coming into money?
Find yourself wondering what to do with that extra from your paycheck?
Not sure which financial advice on Reddit to follow?

Hit us up
Millennial Financial Planning

06/14/2023

Happy Birthday to the U.S. Army!
Since 1775, the Army has been one of the world’s leading organizations and elite fighting force.
Thank you to all who serve and have served!

06/14/2023

Emergency Funds are an important base for your financial planning. Rather than choosing an arbitrary figure, aim to be specific with how much you need and why.

Consider any required insurance deductibles (especially often overlooked medical ones), required minimum payments, your average annual vehicle maintenance costs, and 3-6 months of expenses including food and utilities.

05/08/2023

Well isn’t this neat (sarcasm)!?
Did you know that “institutional investors” could own single family homes?
Well, they can and were buying them up in droves during the pandemic. These are businesses buying up regular houses to maintain a “portfolio”.
It now makes us wonder if any regular person had a fair shot at getting a home when big money was involved. 🧐

Invitation Homes, the largest publicly traded holder of U.S. single-family properties, is selling more homes than it's buying.