Millennial Group Builds On Your Achievements
You've worked hard to reach this point in your financial journey. Now you must decide how to make your financial resources work for you, and--more importantly--what goals you want to achieve through them.
With offices in Akron and Canton, Millennial Group can help you grow, protect, and conserve your wealth through strategic investment portfolio management, estate planning, retirement planning, cash-flow management, and proper utilization of your 401(k) or pension.
Through our Significant Tomorrows™ Planning Process, the Millennial Group team will help you determine where you want to go and how to get there, enjoying a meaningful life right now while preserving a legacy for the future.
Determining Your Retirement Age
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you may need to save for retirement.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Do you have causes that you want to support with donations? Here are three tips.
$1 million in a diversified portfolio could help finance part of your retirement.
Recent changes in estate tax laws could affect the strategy you have in place.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Why are 401(k) plans, annuities, and IRAs so popular?
Are you ready for retirement? Here are five words you should consider.