Kelly Milligan

Financial literacy for adults

Even the smartest executives have questions around basic financial concepts. Rather than beat yourself up about it, consider asking a financial advisor for help.

Manage family money with family meetings

Anyone hoping to be intentional with their money should consider family meetings. These meetings take various forms, and can occur with or without a financial advisor.

How to avoid the curse of generational wealth

“Shirtsleeves to shirtsleeves in three generations”—proverbs abound warning that no matter how much money you accumulate, your kids and grandkids may lose it all.

2024 winners and losers

When the S&P 500 increases 25% in a calendar year, as it did in 2024, it can be easy to write the year off as a win. Digging into the

When the S&P 500 increases 25%, as it did in 2024, it can be easy to call it a win and move on. But looking under the hood can generate an edge for investors.

Protect your (parents’) money

Helping your parents safeguard their finances can help you selfguard your own finances, too, if you handle it right. That’s why we take a multigenerational approach.

Surviving the sandwich generation

Many of the families we work with want to support their kids AND help their aging parents… but it’s important to make sure you’re stable, first.

Awkward conversations with parents

There are multiple studies showing older Americans don’t like talking about money, but if you have aging parents, those conversations may be critical.

Teach your kids to be millionaires

Kelly Milligan discusses how he teaches money and investing to Eagle Scouts as part of the Personal Management merit badge program.

3 travel tips for better vacations

Summer and vacation go together like peanut butter and jelly. More than 80% of vacation over the summer according to annual surveys from travel site The Vacationer. While vacations are

While vacations are (mostly) about fun and family, there are a few financial planning elements that can help you travel with increased peace of mind.

Make the most of your teen’s summer job

For teens, summer jobs are a rite of passage. For parents, summer jobs are a fantastic opportunity to teach kids about hard work, budgeting, saving, taxes, and investing. Many kids

For teens, summer jobs are a rite of passage. For parents, summer jobs are a great way to teach kids about budgeting, saving, taxes, and investing.