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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.

Our latest video: Mapping Our Your Longterm Care

Helpful Content

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

 

U.S. Personal Savings Rate

What can be learned from the savings rate?

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Succeeding at Business Succession

There a number of reasons for business owners to consider a business succession plan sooner rather than later.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is the Dividend Yield?

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

Lifetime of Earnings

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

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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

Protecting Those Who Matter Most

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

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Raise Your Retirement Income

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

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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