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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529 Plans and How to Save for Your Child’s College Education

At Gen Y Planning, we work with a lot of clients that are thinking about having kids in the next few years, or already have young children. As you can imagine, I get asked about saving for college a lot. With the cost of college going up about 5% a year, today’s newborns can expect their bachelor's degree to cost nearly half a million dollars if they go to a private school, and nearly $200,000 for … [Read more...] about 529 Plans and How to Save for Your Child’s College Education

Why Assembling a Rock-Star Team is the Key to Success

This is part 3 of a 3 part series on a “Behind the Scenes Look at Gen Y Planning.” Feel free to start by reading Part 1 on “How I Built the Kind of Business I Want to See in the World” and Part 2 on “Yes, You Can Run a Business and Still Have a Life”. Also, if you’re a financial planner who is interested in finding out about the next mentorship program that I’m launching, you can sign up for the … [Read more...] about Why Assembling a Rock-Star Team is the Key to Success

Yes, You Can Run a Business and Still Have a Life! Here’s How

This is part 2 of a 3-part series on a “Behind the Scenes Look at Gen Y Planning.” Feel free to start by reading Part 1 on “How I Built the Kind of Business I Want to See in the World”. Also, if you’re a financial planner who is interested in finding out about the next mentorship program that I'm launching, you can sign up for the wait list here. When you work for someone else, your responsibility … [Read more...] about Yes, You Can Run a Business and Still Have a Life! Here’s How

A Peek Behind the Scenes at GYP: How I Built the Kind of Business I Want to See in the World

This is part 1 of a 3-part series on a “Behind the Scenes Look at Gen Y Planning.” If you’re a financial planner who is interested in finding out about the next mentorship program that I'm launching, you can sign up for the wait list here. I just spent a few months coaching other financial planners who are striking out on their own, and it made me think back to May of 2013, when I launched Gen Y … [Read more...] about A Peek Behind the Scenes at GYP: How I Built the Kind of Business I Want to See in the World

Tax Tips for Freelancers, Side-Hustlers, and the Self-Employed

If you work as a full-time contractor or freelancer, own your own business, or earn income through a side hustle, your tax situation is going to be a bit different. When you work as a W-2 employee, a portion of each of your paychecks automatically goes toward taxes and Social Security and Medicare payments. But when you strike out on your own, taxes aren’t taken out of your paychecks. It can feel … [Read more...] about Tax Tips for Freelancers, Side-Hustlers, and the Self-Employed

3 Tax Mistakes Accountants See Every Year (and How to Avoid Them)

A quick temperature check one month out from Tax Day: how are you all doing? Stressed? Tired? Bragging to your friends about how you finished your taxes ages ago? (Pro tip: stop doing that if you want friends around for Tax Day 2018!) By now you might be deep into kicking yourself for being less-than-diligent about some things that are making your tax return more complicated than it needs to be. … [Read more...] about 3 Tax Mistakes Accountants See Every Year (and How to Avoid Them)