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Financial Planning for Millennials

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Ask Gen Y Planning: Where Should I Keep My Savings?

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. Where should I keep my savings? There’s plenty of advice out there for retirement savings but very little about other savings. What should I do with my savings after I have a good amount set aside for a safety net (for example, if … [Read more...] about Ask Gen Y Planning: Where Should I Keep My Savings?

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

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 or life insurance benefits, nor does it have a 401(k). I am worried that we aren’t set … [Read more...] about Ask Gen Y Planning: How Do We Handle the Most Expensive Time of Our Lives?

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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