Build on a Lifetime of Achievements
Your hard work has brought you to this place – a time to pause and decide how to continue a meaningful life now, and leave a legacy in the future.
With offices in Akron and Canton, Millennial Group can help you grow, protect, and conserve your wealth through strategic portfolio management, estate planning, retirement guidance, cash-flow management, and proper utilization of your corporate benefit plan.
Through our Significant Tomorrows™ Planning Process, our team helps you determine where you are, where you want to go, and how you can get there.
Welcome! We hope our website proves a fun and informative resource as you work to gain control of your finances. As you browse, know that our team is always ready to help.
Contact us today.
Our Latest Video:
Cashflow: Where is Your Money Going?
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Are Women and Financial Strategies a Mismatch?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
It's important to understand how inflation is reported and how it can affect investments.
Regardless of how you approach retirement, there are some things about it that might surprise you.
An inside look at how marginal income tax brackets work.
Determine if you are eligible to contribute to a traditional or Roth IRA.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The decision whether to buy or rent a home may have long-term implications.
Have you explored all of your choices when it comes to managing your taxable income?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Understanding the cycle of investing may help you avoid easy pitfalls.