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Financial Planning for Millennials

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Archives for May 2017

How to Teach Your Kids to Create Their Own Money Values

Teaching your kids about financial literacy is really important. But being money-savvy isn’t just about knowing how to count coins in kindergarten, or understanding how credit cards work in the 12th grade. Sure, your kids will eventually learn how to read a bank statement and calculate compound interest, but money is about more than that. There’s so much to teach your kids beyond the mechanics of … [Read more...] about How to Teach Your Kids to Create Their Own Money Values

How to Teach Your Kids About Money

Over the years I’ve worked with many people who graduated from college without a clue about money. They didn’t know how to budget, couldn’t tell if they were getting a good deal on a purchase, and ran up credit card debt because they didn’t understand how credit works. Unfortunately, financial literacy isn’t taught in schools -- and many parents don’t teach it at home, either. It’s tempting to … [Read more...] about How to Teach Your Kids About Money

529 Plans and How to Save for Your Child’s College Education

At Gen Y Planning, we work with a lot of clients that are thinking about having kids in the next few years, or already have young children. As you can imagine, I get asked about saving for college a lot. With the cost of college going up about 5% a year, today’s newborns can expect their bachelor's degree to cost nearly half a million dollars if they go to a private school, and nearly $200,000 for … [Read more...] about 529 Plans and How to Save for Your Child’s College Education

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I'm Sophia! And I'm not your father's financial planner. I work virtually with clients across the country to help them navigate through big life changes and reach their goals. I'm also a foodie, a true crime junkie, and a lover of karaoke. Let's chat! Click here >>

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