Ys (Wise) Beyond Their Years



I’m not big on generalizations but I do believe there are a multitude of admirable characteristics that define the millennials (born 1982 to 2000), also known as Gen Y: tech-savvy; family-oriented; team-focused; and achievement-driven.

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Might be new to blogging, but I’m totally TRUSTworthy



My name is Jonathan Kelly, and I’d like to start by introducing myself. I have nearly 20 years of experience working in Trust Services, with the last year and half at the Principal Financial Group®. In my first two weeks, I traveled from my home office in Dallas, Texas, to Wilmington, Del., to…

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