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.
Firestone Fireside Chat
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Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Understanding the economy's cycles can help put current business conditions in better perspective.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
When to start? Should I continue to work? How can I maximize my benefit?
Purchasing homeowners insurance is critical for protecting your home.
Don’t overlook the need for renter’s insurance if you rent your home.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Estimate your monthly and annual income from various IRA types.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
You’ve made investments your whole life. Work with us to help make the most of them.
Are you ready for retirement? Here are five words you should consider.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
What are your options for investing in emerging markets?
Three things to consider before dipping into retirement savings to pay for college.