Incentive Stock Options

The Gen Y Planning Guide to Company Stock: What are ISOs?

by Sophia Bera August 15, 2018

This is the first post in a series on employer stock programs. A number of our clients work for startups that offer incentive stock options (ISOs) as part of their benefits packages. If you’re working at a startup (and not a publicly traded company) and have been given a company stock package, they are most […]

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Most Popular Posts

The Top 5 Gen Y Planning Blog Posts of the Year

by Sophia Bera July 25, 2018

Nothing inspires my writing more than what my clients and readers (like you!) ask me about. Since I started my blog, your questions, like your lives, have become more complicated. I want to highlight the most popular blog posts of the past year, because they cover some meaty topics that I know many of you […]

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Becoming a Financial Advisor

Ask Gen Y Planning: How Do I Become an Amazing Advisor?

by Sophia Bera July 11, 2018

This question was submitted by a reader! Do you have a money question you’d like Gen Y Planning to answer in a future blog post? Submit it to genyplanning.com/askgyp. What is your best advice for someone like me (23 years old, almost a CFP) who is wanting to be the best advisor they can be? First […]

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5 Entrepreneurship Takeaways

5 Big Takeaways From My First 5 Years In Business

by Sophia Bera June 28, 2018

I can’t believe that I launched Gen Y Planning in May of 2013! I just celebrated my five-year anniversary by taking a trip to London to see Hamilton on the West End with my business bestie, Mary Beth from Workable Wealth. Our box seats included our own personal butler and the show was fantastic! Like […]

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Supporting Family Financially

Ask Gen Y Planning: How to Financially Support Family?

by Sophia Bera June 16, 2018

This question was submitted by a reader! Do you have a money question you’d like Gen Y Planning to answer in a future blog post? Submit it to genyplanning.com/askgyp. What should the financial planning look like when you have a parent who has no retirement saved up and won’t be working much longer due to health […]

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Business Finances and Taxes

Ask Gen Y Planning: How to Manage Small Business Finances?

by Sophia Bera May 30, 2018

This question was submitted by a reader! Do you have a money question you’d like Gen Y Planning to answer in a future blog post? Submit it to genyplanning.com/askgyp. I’m starting a business in 2018 and one of the major things I need to learn about as an entrepreneur is managing my business’ finances and understanding […]

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