by Elliot Kallen | Sep 14, 2021 | Blog
Born between 1965 to 1980, your generation rocked out to Fleetwood Mac on your Walkman, laughed along to Seinfeld and Friends, and survived the Y2K apocalypse. But you are so much more than “My Sharona.”At this point in life, you’re juggling many competing...
by Elliot Kallen | Jun 29, 2021 | Blog
What is the FIRE movement, and how can it help you achieve financial freedom?In recent years, we’ve seen an increasingly popular retirement trend, especially among Millennials, called Financial Independence, Retire Early (FIRE).The FIRE movement makes sense: Achieve...
by Elliot Kallen | Oct 12, 2020 | Blog
According to the Bureau of Labor Statistics, the average Baby Boomer will have held 12 jobs between the ages of 18 and 52. Over the next several years, millions of Americans will change jobs or retire. Many have company-sponsored retirement accounts like 401(k)s and... by Elliot Kallen | Oct 12, 2020 | Blog
The Millennial Economic PictureMillennials, born between the mid-80s to mid-90s, are America’s largest and most diverse generation. As is well-documented, Millennial spending and investing habits are shaped by living through the Great Recession and market losses....
by Elliot Kallen | Aug 19, 2020 | Services
Whether you’re 15 or 50 years into your career, it’s never too early to start planning for retirement!As you prepare to retire, consider the following questions:What are your lifestyle goals for retirement?What are your retirement income needs?How much risk are you...
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