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
Careers and Entrepreneurship
8 Money Mistakes to Avoid in Your 30s
“It’s complicated” is a great way to describe life in your 30s. You’ve been working for a while, so you might finally feel more financially stable than ever before. But on the other hand, you often have competing financial priorities. Career growth, serious relationships, family, and major life purchases tend to make this a very busy decade. Also, tiny wrinkles start showing up where you didn’t … [Read more...] about 8 Money Mistakes to Avoid in Your 30s
How to Create Your Own Career Path
Before going to college, you dedicated a lot of time to think about what you should major in. You likely picked schools to apply to based partially on specific programs they offered. And now, many years after graduating, you’re feeling a bit stuck and ready to make some kind of career move. How do you figure out what’s next when you no longer want the career you decided on when you were 18 years … [Read more...] about How to Create Your Own Career Path
How to Earn More and Grow Your Net Worth
When you’re young and just starting your career, you’ve likely never earned five figures before, so that $30,000 offer for a job in New York City can feel like a king’s ransom! Besides, you barely have relevant work experience yet, so it’s not like you deserve more money. Right? Wrong! As you gain experience and show your value to your company, you deserve more. As you hunt for a new job and get … [Read more...] about How to Earn More and Grow Your Net Worth
The Role of Career Planning in Financial Planning
When I work with financial planning clients, I tend to ask a lot of questions that don’t seem to be directly related to money at all. Where do you want to live? Do you have any upcoming travel plans? Do you like your job? Here’s the thing: most decisions you make in your life are connected to your financial situation in some way. Travel can be expensive, and the city you move to affects your cost … [Read more...] about The Role of Career Planning in Financial Planning
Retirement Planning if You’re Self-Employed or a Small Business Owner
Many people refer to retirement savings plans as “401(k)s” even if they’re not, because so many financial advice articles out there focus heavily on 401(k)s.The reality is that there are a variety of ways to save for retirement, and the options you choose can depend on what kind of company you work for, or if you work for yourself. And since 401(k) plans can be complicated and expensive for … [Read more...] about Retirement Planning if You’re Self-Employed or a Small Business Owner