It is reported that 71% of millennials have started investing for retirement (pewman.com), while 72% say they are pessimistic about achieving financial security one day (Forbes). The only way to feel more confident is by planning. This guide will help you understand the steps to take to plan for your ideal retirement.

The average person skips through their benefits and picks everything in just a couple of minutes—you don't want to be one of those people! According to the latest data, benefits make up 32%(!!!) of an employee's total compensation. This guide will help teach you how to maximize those benefits.

Some people love credit cards while others think they are the worst financial tool out there. Personally, we think credit cards can be an awesome tool when used correctly.

Completing financial tasks before the end of the year is tedious. 401(k) contributions, insurance reviews, and more, there's a lot to keep in mind. This article quickly walks through what you need to know about end-of-year financial planning.

Equity compensation can be a great wealth-building tool for you, as well as a great option for companies to give out. But, with equity compensation, planning needs to be done to ensure you don't become over-concentrated, know the tax treatment and planning, and ensure you have the cash needed to exercise options.

Most people have heard of trusts, but not many know whether they need one or not. A trust is a legal arrangement where you can put assets into it and choose how your heirs will receive them. A trust helps you avoid probate and can save time and money. Plus it gives you control on how these assets will be handed down. It’s also important to note that the assets you move into a trust are not part of your estate which can help lower your taxable estate.

Insurance premiums can feel like a waste of money if you never use the insurance, but the peace of mind and financial security that insurance provides is worth way more than the monthly costs. Without insurance, one unexpected event could cause cash flow problems, drain savings, and in some instances, cause bankruptcy.

Do I need to pay taxes? How can I reduce my taxes? Learning how to manage taxes as a young professional is essential and this post talks about income taxes, capital gains taxes, how various investment accounts are taxed, tax credits, tax deductions, and some common tax credits and deductions that can be used.

In this week's episode, we had the opportunity to chat with Samuel Deane, founder & financial planner at Deane Wealth, about investing in private markets.

The Crossroads is a weekly financial education show for our generation and content should not be construed as advice or recommendation of securities. Our content serves education purposes only and it's recommended to speak with your trusted advisor before implementing any financial strategies.

In this episode with Odaro Aisueni, we talk about Why equity should the main priority, Best forms of equity, 3 do's and do not's of equity, and much more on the topic of equity comp, business ownership, etc

In this episode with Tyler Olson we chat about whether pursuing your passion is the right idea, how to determine whether more school makes sense, student loan forgiveness options and plans, and how to fund college (and if 529 plans make sense)

In this episode of The Crossroads, we're joined by Brian Feroldi, financial creator & author of Why Does The Stock Market Go Up, to talk about his investing journey, why he invests in individual stocks and why that typically isn't the best option for others, why he doesn't like investing in real estate, mistakes to avoid, advice for new investors, and more. Watch + listen.

In this episode of The Crossroads we chat with Nick Maggiulli - Chief Operating Officer at Ritholtz Wealth, creator of the Of Dollars & Data blog, and author of Just Keep Buying: Proven Ways to Save Money and Build Your Wealth.

Tax Tips for Young Professionals - Episode 28 of The Crossroads, a weekly financial show for our generation

Understanding Equity Compensation w/ Chris Arnold • Episode 27 of The Crossroads, a weekly financial show for our generation

We had the opportunity to sit down with Tyrone Ross to chat about why bitcoin is different than other cryptocurrencies, the impact it's had on the financial system, and what investors need to know.

In this episode of The Crossroads we spoke with Kent Hollingsworth, mortgage loan advisor at Fairway Mortgage, to break down what the home buying process looks like