Millennial Message: Investing, Finance, and Fun
by Cynthia Marotz – CWS®, CRPS®, Financial Advisor
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.
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Don’t be tempted to put off investment planning
Ahhhh… Fall is in the air. Well, really, it’s not. It’s almost the holidays and we are still sweltering. Maybe that’s what causes what I call the “Holi-Daze,” a tendency to procrastinate on important decisions — whether they be about which outfits to buy or the investment planning you said you’d do last year! Avoid […]Read More
Adopting pets: an investment for the soul
25 years ago, I was just born. No, seriously! I was young and single at the time and living in an apartment. A friend of mine was nice enough to remind me that I “needed” a pet. This person had a giant dog — and I knew I wasn’t going to pay the pet deposit […]Read More
Being “too busy” can be a bad thing
WARNING: This applies to everyone, not just millennials! On our most recent weekend getaway, my daughter — the one you hear about repeatedly — was cold (even though it’s the middle of summer) and convinced me to buy her a sweatshirt. Did I mention it’s the middle of summer? The sweatshirt proclaimed, in large gold […]Read More
Millennials and acute financial stress: it’s real
My 11-year-old daughter went to Lowry Park Zoo last week with her teen camp. She brought me back the most beautiful shell shaped jewelry dish, which had a silver seahorse in the middle. I was very excited, but quickly told her that she didn’t have to spend her money on buying me anything, even though […]Read More