Nearly all Millennials will find themselves in control of personal or family finances at some point in life. Unfortunately, recent studies indicate that only 8% of Millennials have a high understanding of basic financial concepts. That’s where we come in. We created our Millennials and Money eBook to guide young adults through their early years of financial independence, helping to set them up for a lifetime of financial success.
We’ve gathered information on many of the most relevant topics for Millennials and condensed it into one easy-to-read guide. Topics include the following:
- Financial literacy
- Educational funding/529 plans
- Estate planning
- Retirement planning
- First-time home buying
- Health insurance/Life insurance
Bedel Financial is a wealth management firm providing fee-only comprehensive wealth management services for young affluent professionals, accumulators, and those approaching retirement. Elaine Bedel founded the firm, which has since grown to 21 employees, in 1989. Bedel Financial actively manages over $1 billion in client investments.