2001 Butterfield Road Suite 500 Downers Grove, IL 60515
(+1) 630-701-9080
CoachingConsultingFinancial AdvisorFinancial CoachInvestmentRetirementTipsNovember 1, 2021by Katie Schwartz
The Generational Wealth Series: Don’t Be a Statistic Part V
The millennial generation – or today’s 30- and 40-year-olds – are facing a financial crisis. From the Great Recession to the COVID-19 pandemic, they’ve faced plenty of financial tumult – and it shows. When it comes to accumulating wealth, millennials are trailing 10 times behind their parents’ generation. And that wealth gap becomes a big...
You may have heard about the financial crisis facing the millennial generation, or today’s 30- and 40-year-olds. They’re lagging far behind their parents’ generation in accumulating wealth – in fact, they have ten times less in savings on average. That gap is a large reason why millennials struggle to pay down debt, buy a home,...
BusinessConsultingFinancial AdvisorFinancial CoachInvestmentRetirementTipsOctober 4, 2021by Katie Schwartz
The Generational Wealth Series: Don’t Be a Statistic Part III
When it comes to accumulating wealth, the millennial generation – today’s 30-40-year-olds – are lagging far behind older Americans. While millennials’ median debt levels are far higher than their parents’ generation, they’re trailing in income and wealth, making it harder for them to save for the big financial milestones in life. One of those milestones...
ConsultingFinancial AdvisorFinancial CoachInvestmentSeptember 15, 2021by Andy Krajewski
The Generational Wealth Series: Don’t Be a Statistic Part II
For many generations of Americans, becoming a homeowner feels like one major step towards “making it”. Long considered a cornerstone of the American Dream, homeownership is still widely a symbol of financial stability and success. But today, research shows that the millennial generation – today’s 30-40-year-olds – are lagging far behind previous generations in accumulating...
CoachingConsultingFinancial AdvisorFinancial CoachInvestmentRetirementTipsSeptember 1, 2021by Katie Schwartz
The Generational Wealth Series: Don’t Be a Statistic
Many Americans grew up hearing their parents talk about a similar dream: “I hope you do better than me.” Whether that meant obtaining higher education or leaving behind more for their kids, many generations of Americans were able to fulfill that aspiration and “do better” than their parents – until today. Research shows that today’s...
401kConsultingFinancial AdvisorFinancial CoachInvestmentRetirementTechnologyAugust 16, 2021by Katie Schwartz
5 Reasons Why You Should Switch From a Robo-Trader to a Personalized Financial Advisor
With the rise of mobile payment and investing apps, many first-time investors are choosing to enter the stock market a new way: via phone. Apps like Robinhood and Acorns are exploding in popularity, offering stock trading from mobile apps. To many young people – especially new investors – these apps seem like a quick way...
Whether you’re 30 and just starting to invest, or 55 and beginning to think about retirement, it can be all too easy to slip into passive money habits. With the rise of apps and “virtual assistants” that can help you save and invest, many believe that once they put their money into a savings account,...
Congratulations on signing your first professional contract! This is a huge moment for you – a moment you’ve probably been working towards for most of your life. This may be the most money you’ve ever had at once. It probably feels exciting and a little overwhelming – especially when your friends and family are giving...
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2001 Butterfield Road Suite 500 Downers Grove, IL 60515
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