Millennial Wealth, LLC

06/19/2026

They both track indexes.
They're both low-cost.

So what's the actual difference and does it even matter?
It does, specifically when it comes to taxes in a brokerage account.

Here's the simple rule we follow with clients and why. More here: https://ow.ly/TC1G50Zeukw

06/09/2026

Your most valuable financial asset isn't your investments — it's your paycheck. What happens if you can't work? Most people are dangerously underinsured. Here's what you need to know.

Link here: https://ow.ly/HTz350Z8tMX

06/05/2026

Most tech employees make the same four mistakes - and the most expensive one is not having a plan before vesting day arrives. We put together the decision framework we use with clients every day. It covers taxes, concentration risk, and when holding actually makes sense. Full breakdown here: https://millennialwealthllc.com/what-to-do-with-your-rsus/

06/02/2026

RSUs just vested, now what? Selling everything vs. holding is rarely the right answer.

We break down the decision framework we use with tech employees every day. https://millennialwealthllc.com/what-to-do-with-your-rsus/

05/29/2026

Quick question: do you know how much college will cost when your child starts? The answer might surprise you and it makes a compelling case for starting a 529 today. Read more here: https://millennialwealthllc.com/the-complete-guide-to-college-savings-in-2026/

05/26/2026

College costs are rising faster than inflation and the earlier you start, the less you have to save each month. Our updated guide covers every savings option available today. Linked here: https://millennialwealthllc.com/the-complete-guide-to-college-savings-in-2026/

05/14/2026

Talking through finances with aging parents isn't always the easiest conversation to start, but it’s one of the most important steps for ensuring their long-term security and your peace of mind. This guide from Schwab breaks down five essential topics to help you navigate these discussions with care and clarity.

Talking through these five money topics as your parents age could help bring peace of mind and relief to both you and your parents.

05/13/2026

Building a foundation for financial wellness is one of the most impactful gifts you can give your children. It’s never too early (or too late) to start those kitchen-table conversations about money! Read about early money lessons:

One of the greatest gifts a parent can give their children is a foundation of financial wellness. Gather your kids around the kitchen table and start talking about money.

05/07/2026

Learn how the Trump accounts differ from custodial IRAs.

The new Trump accounts provide another way to save for a child's retirement. Here's how they'll work and why they may be worth considering.

05/06/2026

With the 2026 individual exemption rising to $15M, now is the time to look at lifetime gifting. Learn how to move assets tax-free and lock in your legacy today.

If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.