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.

Read More About Cynthia

featured image

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
featured image

Buy the Shoes, or Save the Money?

Louboutin, Nike, Adidas, Vans, Tom’s…. the list goes on and on. But should you really splurge on those name brands and make your mother roll her eyes (while she’s STILL doing your laundry even though you own your own business) or save the money and make your parents smile from ear to ear because we […]

Read More