The Cycle of Investing Do You Feel Lucky? Events on Wall Street Perception vs. Reality
Agent Photo

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: 

The Power of Partnership

 

Helpful Content

Systematic Withdrawals in Retirement - Clear and Wrong?

Systematic Withdrawals in Retirement - Clear and Wrong?

Taking regular, periodic withdrawals during retirement can be quite problematic.

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

 

Systematic Withdrawals in Retirement - Clear and Wrong?

Taking regular, periodic withdrawals during retirement can be quite problematic.

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

View all articles arrow

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Rightsizing for Retirement

What does your home really cost?

View all videos arrow