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 are wondering about right now. Just in case you missed them the first time, here they are … [Read more...] about The Top 5 Gen Y Planning Blog Posts of the Year
Blogs
5 Big Takeaways From My First 5 Years In Business
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 lots of businesses, Gen Y Planning started out simply as an idea. I bet many of you have ideas … [Read more...] about 5 Big Takeaways From My First 5 Years In Business
My Favorite Online Experts
Helping a client with their financial plan involves a lot of conversations about numerical data. We chat about their current net worth, their debts, the amount they have in savings, and their financial goals like buying a home or retiring. My clients are in a phase of life that comes with a ton of change -- they’re completing their educations, moving to new cities, starting businesses, buying … [Read more...] about My Favorite Online Experts
Personal Finance Blogs and Podcasts to Add to Your List
Summer’s a quiet time for financial planners. Lots of clients worry about money in January after setting New Year’s resolutions, or in April when taxes are due. For now, everyone’s going on vacation! But summer is a great time to learn about personal finance. You’ve got time to fill on long flights, after all! And when you head into the winter and start thinking about what goals you’d like to set … [Read more...] about Personal Finance Blogs and Podcasts to Add to Your List