Millennial Investing
4 Millennial Money Myths We Need To Bust
Do you get caught up in money beliefs that don’t serve you? If your answer is “yes,” you are not alone. There are a lot of money beliefs and myths out there that might make you question your own decisions, or make you feel like you’re behind in the game. The truth is, though, everyone…
Read MoreWednesday Q&A How do I help my kid without ruining my retirement?
I am paying for my adult child’s rent. How do I help my kid without ruining my retirement? Gregory answers this question during an episode of the Ask Gregory podcast. Click to listen below! Do you have questions for Gregory? Press the ASK GREGORY below and your question could be featured next! ASK GREGORY We’re…
Read MorePODCAST27: Is Student Loan Debt Delaying Your Retirement?
Check out our complimentary download, Will You Have Enough Money in Retirement below. If you have any questions please give us a call at 504-832-9200
Read MorePODCAST24: Are You Financially Helping Your Adult Kids Too Much?
Check out our complimentary download, Building Your Fiscal House to Weather the Elements below. If you have any questions please give us a call at 504-832-9200
Read MoreSandwich Generation Faces Caregiving Challenges
The sandwich generation has it tough in the best of times. The pandemic has made it even tougher. Life is chaotic for the Galluzzos with the entire family at home all day. Photo by Gina LeVay Things were hard enough for Jennifer Galluzzo before the pandemic hit. Four years ago, the full-time working mother of three became…
Read MoreI opened my first credit card 5 years ago—here are the top 5 rules I live by to responsibly manage my finances
I opened my first credit card five years ago and have added more to my wallet as my credit score improved. Here are the rules I follow. Many people celebrate wedding and work anniversaries, but one thing you may not think to reflect on is the anniversary of your first credit card. I recently realized…
Read MoreThis strategy is meant to be a short-term way to save money. Why it’s doomed to fail
If you want to lose weight, you can’t crash diet for a week. And if you want to save money, cutting your spending to the barest essentials temporarily won’t help. Monica Sipes, a certified financial planner and senior wealth advisor at Exencial Wealth Advisors in Frisco, Texas, never recommends the so-called money diet. “It usually…
Read MoreHere’s why you need to up your financial literacy: It’s costing you money
Carlina Teteris When it comes to money, you can’t make wild stabs and think everything will be OK. Maybe it will be. Maybe it won’t. Less-than-great news for Gen Z: They have the lowest financial literacy of any demographic, according to a survey from TIAA fielded in January. In the annual P-FIN Index of financial literacy, the overall population of American adults on average…
Read MoreHow the Federal Funds Rate Affects Your Wallet
Jerome Powell is the finance world’s Cardi B. As the chair of the Federal Reserve (aka America’s central bank), Powell is the face of a lot of gov money moves that affect you. Like changing the federal funds rate. That’s an important percentage that influences everything from inflation to what you pay to borrow money. Increasing rates means the…
Read MoreBaby Boomers And Younger Generations See Eye To Eye Amidst Coronavirus Pandemic
As Coronavirus cases rise and more restrictions are put in place, consumers are being forced to adapt to a new reality. Currently, American consumers are spending an average of nearly $180 per shopping trip for Coronavirus-related supplies. Our March study around the impact the virus has had on shopping behavior revealed a significant shift in how different generations are…
Read More