02/16/2021
For decades, a majority of the wealth in America has belonged to the older generations
However over the next 25 years, baby boomers will pass down an unbelievable $68,000,000,000,000 — the largest generational wealth transfer ever
Lucky for us, the millennial generation is expected to receive a majority of the benefits from this historical event
What can you do to prepare?
Our latest blog post breaks down what this wealth transfer looks like and how you can take advantage of this opportunity 👇🏼
How Millennials Can Prepare For The Wealth Transfer of a Lifetime
The biggest wealth transfer in history is coming. What does that mean for you? Let’s take a look.
01/28/2021
Have you thought about working with a financial planner recently?
If so, you're not alone.
2020 caused financial stress in households across the country.
Working with a financial planner doesn't mean you're incapable of managing your personal finances alone, it means that you value your time and making sure strategies and ideas are efficient and helping you get closer to your goals.
Here's 4 reasons to consider working with a virtual financial planner 👇🏼
4 Reasons to Work With a Virtual Financial Advisor
If you’ve thought about getting help with your finances during 2020, you’re not alone. This year has caused financial stress in thousands of households across the country. Here are 4 benefits to working with a virtual financial planner:
01/05/2021
Goals and resolutions usually get pushed to the side by the end of January
Want to make them stick this year?
Here's 7 steps on how to reach your financial goals:
✅ Determine Your Values
✅ Evaluate Your Situation
✅ Set Your Goals
✅ Write Them Down
✅ Track Your Expenses
✅ Treat Yourself
✅ Re-evaluate
Want to learn how to execute on these steps?
Check out the full post below 👇🏼
How to Reach Your Financial Goals in 2021
Not another goal setting post…. It seems like anyone and everyone has the ‘hacks’ and ‘tricks’ to reach your goals in 2021.
12/29/2020
There wasn't too much to celebrate in 2020
...but there were a few bright spots
Here's some of the highlights of 2020 for
Piertree
- Started a YouTube Channel
- Featured in MarketWatch, InvestmentNews
- Reached 500 views on YT
- More 👇🏼
Best of 2020 | Year in Review
We’ve finally made it to the last week of 2020. I swear there’s been more than 52 weeks this year. With 2021 in sight, I wanted to take the time to recap everything that’s happened this year and highlight some of my top posts from this year in case you missed any along the way. I also want to ...
12/28/2020
"75% of Americans are winging it when it comes to their financial future"
You've probably heard about financial advisors & financial planners but maybe aren't sure what they actually do
This article goes in-depth on what they can do for you👇🏼
What Does A Financial Planner Do?
One of the most overlooked benefits of working with a financial planner is the accountability factor. When you decide to manage money yourself, it requires a lot of time, responsibility, and commitment. In a way, a financial planner can be viewed like a personal trainer. People hire personal