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Financial Planning for Millennials in Washington, DC

The Millennial Money Blog

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The Overlooked Reason to Prepare For an Inheritance

My Millennial money tips this month focus on 529 plans, why you should prepare for an inheritance, and how to spend down your investments

July 25, 2024

Financial Education

Money Tips for Our Generation

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How 5 Washington, DC Wealth Managers Invest Their Money

These personal stories from 5 Washington, DC wealth managers show that there isn’t one correct way to invest your money

July 2, 2024

Financial Advice

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What’s the Right Savings Rate for Millennials?

My Millennial money tips this month focus on how to think about debt, teach your kids finances, and pick the right savings rate for your life

June 10, 2024

Financial Education

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A Children’s Book About Money

Kids too young to learn about money can still learn about our financial values

June 3, 2024

Financial Education

Financial planning for Millennials empowers you to stop limiting what's possible for you and your family

You don't want to regret not investing sooner