Millennium Planning Group, LLC

Millennium Planning Group, LLC I help busy professionals plan for their financial future. We carefully craft a plan that is best su This platform is solely for informational purposes.

Millennium Planning Group, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Millennium Planning Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Millennium Planning Group, LLC unless a client service agreement is in place.

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Six Estate Planning Assumptions Worth a Second Look
10/07/2026

Six Estate Planning Assumptions Worth a Second Look

It's easy to set estate planning aside once you've done a version of it. You sign the paperwork. You name a beneficiary. You mentally close the file.The only thing is, the file keeps changing. Accounts get opened. Families grow. Laws shift. And in the space between signing and revisiting, a handful....

10/06/2026

Even if they saved the same amount.

Should we be worried about inflation?
09/30/2026

Should we be worried about inflation?

“$6 for this?” You’ve probably had a moment like that lately. Maybe it was at the grocery store. Maybe it was when you filled up your car. You see the price, do a double take, and wonder if you remembered it wrong. Did this really cost that much last time?

09/29/2026

Find the next layer in your Money Stack.

09/22/2026

One step can support the next.

09/15/2026

Some financial moves do more.

More Than a Number: The Four Risks That Shape Your Retirement
09/11/2026

More Than a Number: The Four Risks That Shape Your Retirement

Many people can tell you their portfolio balance. Far fewer can tell you what else determines whether their retirement actually works.That's understandable. The balance is the number on the statement. It's concrete, and it feels like a score. But judging retirement readiness by that one figure is a....

Retirement Isn't Just About How Much You Save. It's About When.
09/09/2026

Retirement Isn't Just About How Much You Save. It's About When.

You can do everything right on paper — save diligently, spend reasonably, stay invested for the long haul — and still land in a very different retirement than someone who did the same things.The difference often comes down to a factor many retirement checklists leave out entirely: timing.

09/08/2026

The challenge is deciding what comes first.

Permission to Spend in Retirement: A Skill Rarely Taught
08/27/2026

Permission to Spend in Retirement: A Skill Rarely Taught

For decades, you trained one financial muscle: save, invest, don't touch it. Then retirement arrives and asks you to do the opposite.Nobody teaches that part. There is no course on how to spend the money you spent a lifetime building, so the discipline, the caution, and the watchful eye on every bal...

Address

120 Mosaic Boulevard Ste. 200-7
Pittsboro, NC
27312

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+19842148540

Website

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