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Financial Planning for Millennials in Washington, DC

The Millennial Money Blog

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Do Millennials Need Umbrella Insurance?

My Millennial money tips this month focus on whether Millennials need umbrella insurance, saving for a big trip, and max 401(k) contributions

August 26, 2024

Financial Education

Money Tips for Our Generation

by

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The Best 529 Plan for Virginia Residents in 2024

The Virginia 529 plan known as “Virginia529” is a solid option for Virginia residents who value tax benefits and low investment costs

August 6, 2024

College

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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

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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

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