by bkelly | Jun 18, 2018 | Money, Thoughts
I got to give a talk at the Release Notes conference about personal finance. It was a fantastic group and I was very fortunate to be made a small part of the community. I gave a talk entitled How to Live a Happy Financial Life. I thought it would be fun to share a...
by bkelly | Jun 8, 2018 | Investing, Money
I came across this news story about Millennials and retirement. I have not read the book yet (although I just ordered it and will read it shortly) but the idea seems pretty straightforward. Being a millenial, and having a client base that skews heavily millenial, I...
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