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Archives for June 2018

Ask Gen Y Planning: What Do I Need to Know About the New Tax Bill?

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 do I need to know about the new Trump tax plan? How can I best prepare myself for the change? (My husband and I both work full time and have two kids; we own a duplex that we rent out and live in, but we’re thinking of … [Read more...] about Ask Gen Y Planning: What Do I Need to Know About the New Tax Bill?

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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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