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Engaging Millennials Beyond Financial Milestones

Another Tax Day has come and gone.  For some, April 17 loomed large. Its passing was met with relief. For millennials, which next year are expected to become the largest generation at 73 million strong,1 it’s one of assorted financially related events that remain cloudy. Only 22 percent of millennials are aware how life events like getting married, having children or buying and selling a home impacts filing their taxes.2 What’s more, this important demographic that grew up during the financial crisis with volatile markets…