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MrMillennialMoney

Money tips for millennials, minus the jargon
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The Millennial Way

What Is a Mortgage?

May 3, 2020 Nick, CFP®

Buying a home is a common financial goal for many Americans. Some have even called it “the American dream.” The…

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Mortgage Licensing Requirements

Nick, CFP®

On July 30th, 2008, largely as a result of the subprime mortgage crisis of the late 2000’s, Congress enacted the…

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How to Save More Money

December 15, 2019 Nick, CFP®

One of the most important and most difficult parts of my job as a CERTIFIED FINANCIAL PLANNER™ professional is getting…

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How Many Financial Advisors Does it Take to Replace a Light Bulb?

October 10, 2019 Nick, CFP®

Part of saving money is being able to fix problems yourself. After all, if you can fix something yourself, you…

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Annuities, Part 4: Reasons People Buy Annuities

August 24, 2019 Nick, CFP®

I believe annuities are so popular because over the hundreds of years that annuities and annuity-like products, like tontines, have…

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Annuities, Part 5: Getting Out of an Annuity

August 13, 2019 Nick, CFP®

This article is for people who no longer want an annuity they already own.  Maybe your circumstances have changed and…

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Annuities, Part 3: Types of Annuities

August 8, 2019 Nick, CFP®

Annuities are complicated. This article should help you understand the most common types of annuities and how they are described. …

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Annuities, Part 1: Where Can You Buy an Annuity?

August 5, 2019 Nick, CFP®

Let’s say you decide that you want to purchase an annuity. What is your next step? Where do you go?…

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Annuities, Part 2: Insurer Financial Strength Ratings

August 2, 2019 Nick, CFP®

Annuities are a very popular investment. According to the Life Insurance Marketing and Research Association (LIMRA), there were about $234…

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Everything You Need to Know about Flexible Spending Accounts (FSAs)

July 23, 2019 Nick, CFP®

You may have heard about this thing called a Flexible Spending Arrangement (FSA). You’ve heard it can somehow save you…

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Disclaimer

The conclusions drawn throughout this website are not advice meeting the particular investment needs of any investor, and they are not intended to serve as the basis for financial planning, tax, or investment decisions. This website is for informational purposes only and is not a solicitation or an offer to buy any product, service, security or instrument. The opinions expressed throughout this website are my own and not those of any company I work for.

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