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Wealth Transfer Planning: Are Your Beneficiaries Up-to-Date?

July 11, 2019
By Millennium Trust
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When you first set up your retirement account, you designated one or more beneficiaries – but life changes could mean that your beneficiary is no longer who you want it to be. Make sure your beneficiaries are up-to-date to ensure a smooth, hassle-free wealth transfer.

Opportunity Zone Funds: What Are They and What Do Fund Managers Need to Know?

May 28, 2019
By Millennium Trust
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Opportunity Zones have become a hot topic in Washington and in the media due to their attractive tax incentives. But, because of the newness of this market, there are still unanswered questions.

LendIt Fintech USA 2019 Conference: Recap and Highlights

May 15, 2019
By Millennium Trust
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We are honored to have been a sponsor of the sixth LendIt Fintech USA conference, the world’s largest conference series dedicated to marketplace lending and fintech. Check out our top highlights from this year’s event.

Top 5 Ways to Protect Yourself from Identity Theft

February 13, 2019
By Jennifer Abernathy
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Data breaches are reported at an alarming rate, and millions are affected each year. Learn some easy tips to help protect your identity.

Self-Directed IRAs Can Provide a Solution for Alternative Investment Seekers

January 17, 2019
By Millennium Trust
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As we face a growing retirement crisis, Americans are looking for more ways to save. Investing with a self-directed IRA can give you the control and flexibility you need to manage your own diversified portfolio.

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