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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.

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Helpful Content

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

 

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

How Income Taxes Work

A quick look at how federal income taxes work.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

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.

What to Look for in Personal Finance Apps

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

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Contributing to an IRA?

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

Home Mortgage Deduction

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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5 Smart Investing Principles

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

Long-Term-Care Protection Strategies

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

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.

Principles of Preserving Wealth

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

5 Smart Investing Strategies

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

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When Do You Need a Will?

When do you need a will? The answer is easy: right now.

The Facts About Income Tax

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

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Do You Feel Lucky?

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

Rightsizing for Retirement

What does your home really cost?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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