• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar

Gen Y Planning

Financial Planning for Millennials

  • Home
  • Meet the Team
  • Work With Us
  • Speaking & TV
  • Current Clients
  • Press
  • Our Content
  • FAQs

Health Insurance

How Do I Choose a Health Insurance Plan During Open Enrollment?

Open enrollment is just around the corner for many of our clients, so we’re gearing up to help them choose their company benefits. This is one of the ways we save our clients the most money: by revamping their company benefits. Maybe you chose your company benefits a few years ago and haven’t looked at them since. Well, I highly encourage you to pull out that giant booklet and start … [Read more...] about How Do I Choose a Health Insurance Plan During Open Enrollment?

8 Money Mistakes to Avoid in Your 20s

Ah, to be in your 20s. Brunches are frequent, hangovers are less debilitating, and all the big, serious life stuff seems so far away. So top off your bottomless mimosa, my friend, because you’ve got absolutely nothing to worry about when it comes to your finances … or do you? Well, I’ve got good news and bad news. The bad news is you always need to think about your finances, even when you’re just … [Read more...] about 8 Money Mistakes to Avoid in Your 20s

How to Create Your Own Benefits Package When You’re Self-Employed

When you’re a full-time employee for a company, you might take for granted all the benefits you get in addition to your actual salary. It turns out that of your total compensation package, 30% goes toward benefits like health insurance, disability insurance, life insurance, 401(k) matches, paid vacation and sick leave, and more. But nearly a third of U.S. workers are self-employed or work for a … [Read more...] about How to Create Your Own Benefits Package When You’re Self-Employed

Hacking Your HSA

If your health insurance plan is a High-Deductible Health Plan (HDHP), you may be eligible to contribute to a Health Savings Account (HSA). Unfortunately, HDHPs and HSAs confuse a lot of people, and it’s important to understand how they work so you can use them to your advantage. HDHPs are attractive to many people because they have lower premiums in exchange for higher deductibles. That means … [Read more...] about Hacking Your HSA

Primary Sidebar

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 >>

Stay up to date

Subscribe to get all the latest news!

Let’s Connect

  • LinkedIn
  • Twitter

Latest on Twitter

Twitter feed is not available at the moment.
  • LinkedIn
  • Twitter
  • Disclaimer
  • Privacy Policy
  • ADV Part 2
  • Photo Credit: Matthew Johnson

Copyright © 2025 · Cultivate Theme On Genesis Framework · WordPress · Log in