As millennials get older and start to make more money, they are becoming an increasingly important client segment for financial advisors. This is especially true given that advisors’ bread and butter — baby boomers — continue to age. Not to mention that the $34 trillion wealth transfer is coming.
Read MoreHeron In The News
Our wealth advisers are featured in more than 200 interviews since 2011. Scroll down to see current interviews.
I was recently quoted in an article for CreditCards.com, one thing they left out that is worth noting: yes, use a credit card every month, but pay off the full balance every month as well. And always remember the most important thing, a credit card is NOT an emergency fund!
Read More