My visit with Jason followed on the heels of some extensive research I was involved in, to gain a better understanding of millennials' financial habits. In addition, we also investigated the role (or lack thereof) a financial advisor plays in helping millennials plan and save. The results? As varied as their personalities.
The world we live in is in constant flux. Health care, insurance, lifestyle choices; the way we communicate, make purchasing decisions, choose partners -- in all these domains, there is increasing demand for greater flexibility and personalization. Nowhere is this clearer than in the modern workplace.