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MASTERPLAN 101

Get Educated on Your Investments
MASTERPLAN 101 | Lesson 10
Millennials & Money: By the Numbers

Like the Baby Boomer generation – born in the years 1946 to 1964 –the Millennials are proving to be an endless source of fascination for researchers and the media. Now that most of the Millennial cohort have moved into careers, the spotlight is frequently shown on how they handle money. All that attention has uncovered financial facts that can be significant for the American economy as a whole.

MASTERPLAN 101 | Lesson 9
Life Insurance - Getting It and Getting It Right!

Just how important is insurance in your personal world? Buy a car – you buy auto insurance. Buy a house – you buy homeowners’ insurance. Rent an apartment – you buy renter’s insurance. Start a business – get business owner’s insurance. And the list goes on.

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Since 1948, we’ve provided clients with comprehensive, unbiased advice relating to all aspects of their personal financial situations because we listen. We learn who you are. We see the future through your eyes.

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Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills. MEMBER SIPC.