Family and Money

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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Financial Planning for Growing Families

Ask Gen Y Planning: How Do We Handle the Most Expensive Time of Our Lives?

by Sophia Bera May 20, 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. My husband and I are in our early 30’s and are expecting our second child. My husband is an electrician and his firm does not have disability […]

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Receiving an Inheritance

Ask Gen Y Planning: How Should I Invest My Inheritance?

by Sophia Bera May 20, 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 am about to inherit $100,000. I am the first person in my family to ever receive an inheritance. What is a good low-risk investment that will […]

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New Tax Plan

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

by Sophia Bera May 17, 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 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 […]

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financial planner

Should I Hire a Financial Planner?

by Sophia Bera December 13, 2017

With the new year around the corner, many of you are setting financial goals for 2018. You’re paying off the last of your student loans, switching jobs, starting that Roth IRA, or getting ready to buy a home. You might also be in the middle of some major life changes — getting engaged or married, […]

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Money mistakes in your 40s

9 Money Mistakes to Avoid in Your 40s

by Sophia Bera November 29, 2017

Your 20s were all about setting up your financial foundation and establishing good habits. Your 30s were about life changes like getting married, having kids, and building your career. In your 40s, everything is amplified even more. You’ve got growing kids and aging parents — and what you don’t have is a ton of spare […]

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