Gen Y Planning

Financial Planning for Millennials

Everything You Need to Know About Tax Prep: A Comprehensive Checklist

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How to
Financially Prepare
to Take a
Sabbatical

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I Do, We Plan: Financial Strategies for Couples Tying the Knot

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Baby Steps to Financial Success: A New Parent's Money Guide

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Ask Gen Y Planning: Should I Be a Socially Responsible Investor?

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 would like to learn more about the pros and cons of socially responsible investing (e.g. VFTSX fund instead of VTSAX). What are the criteria used for picking stocks in funds like that? Socially responsible investing has … [Read more...] about Ask Gen Y Planning: Should I Be a Socially Responsible Investor?

Ask Gen Y Planning: Do I Need an Estate Plan?

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. Life Insurance/Wills? I’m 27 and have $60,000 in life insurance through my employer. I have $120,000 in student loans ($60,000 private, $60,000 government) plus a $9,000 car loan. I have no credit card debt. I’m single and live … [Read more...] about Ask Gen Y Planning: Do I Need an Estate Plan?

Ask Gen Y Planning: Is Student Loan Debt Worth It?

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 a high schooler getting ready to apply to colleges soon and would like to ask for your expert financial opinion. Do you think it is a smart decision to go out of state to university? If I do, I would have undergrad debt … [Read more...] about Ask Gen Y Planning: Is Student Loan Debt Worth It?

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: How Should I Invest My Inheritance?

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 protect the principle? This is a timely question, as many millennials stand to receive … [Read more...] about Ask Gen Y Planning: How Should I Invest My Inheritance?