Cynthia Marotz has been a Financial Advisor for Allen and Company since 2003. Her motto is: “Let’s work to live… rather than live to work!” Cynthia believes that living a significant and impactful life requires financial planning and a saving strategy at EVERY age.
The millennial audience has much to contribute for years to come, and is a key focus for Cynthia. This generation has access to resources, both technical and otherwise, that are real-time game changers that go beyond the wildest imaginations of previous generations.
Many are asking: How does the current state of the world affect my financial situation and planning strategy? How will I work towards financial freedom and even plan for retirement?
That freedom — and feeling good – are forms of currency in their own right; we all know that time is money after all. Cynthia’s commentary explores the world of spending vs. saving with a focus on the challenges millennials are facing today:
- How do I maintain a balance between what I have and what I save?
- How do I stay relevant without sacrificing my financial future?
- How can I work hard AND afford to play hard?
- Plus, how do I do all that while I still have my health and a youthful spirit?
In the Millennial Message, Cynthia works to help the future leaders of America learn the fine art of balancing “working to live” as well as sound financial planning advice for the future.
Home buying for the young and restless
Snoop Dogg, Kendrick Lamar, Drake or Slim Thug aren’t exactly who I would turn to for real estate or home buying advice. However, they did get me thinking recently while I was zoning out. “Got real estate over there and hustle over here” — Kendrick Lamar, “Enjoy” “Mortgage paid off, got a house that I […]Read More
Wealth preservation through life’s many changes
March 2018 The month of March has got me thinking about green and leprechauns and the Irish. I always enjoyed a little Irish folklore, especially the one about the pot o’ gold at the end of every rainbow. While my mind is dancing with these fun thoughts, it also got me thinking — what is […]Read More
For the Love of Money: Wealth management for couples
Ahhh… Valentine’s Day. An evolution from animal sacrifices to diamonds and flowers. The holiday itself isn’t the only thing related to love that has evolved, however. Thoughts and opinions on wealth management for couples has also evolved. Wealth management for new couples Call me unromantic (and that’s ok) but when I think of blossoming love, […]Read More
Avoid epic fail – accomplish those 2018 financial resolutions
I’m already tired of hearing about New Year’s Resolutions. I’m going to sound like a “Negative Nelly” but statistics show that most of them fail. The first two weeks of the year are usually a success but by February….well, you know. 4 most popular resolutions for 2018 The most popular resolutions are: Weight loss, Exercise, […]Read More
Are your finances on auto-pilot? Three things you can fix right now
I recently heard a speaker at an event talk about living an active life vs. a passive life. He concluded his speech by admitting he wound up yelling at someone in a Wal-Mart — which cracked me up — but it did make me wonder exactly how many of my clients and friends are not […]Read More