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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Are You Prepared to Ride Out the Next Recession?

The stock market experienced quite a few drops in January, causing a frantic debate in the media over whether or not another recession is coming. You might have been in college during the 2008 recession, or recently graduated and struggling to find a job. Or maybe you were a few years into your career and watched your 401(k) get cut in half. The recession was poorly-timed for Millennials like me … [Read more...] about Are You Prepared to Ride Out the Next Recession?

Why Mom And Dad Aren’t Your Financial Planners

When I meet with potential clients, I get a sense of what’s on Millennials’ minds when it comes to their money. Many of you have the same concerns -- things like saving, paying off debt or saving for retirement. But I’ve noticed a trend that I didn’t anticipate: potential clients who want to get permission from their parents before working with a financial planner. Not advice. Permission. This is … [Read more...] about Why Mom And Dad Aren’t Your Financial Planners

6 Things to Avoid When You’re a Gen Y Investor

Investing can get a bad rap thanks to the two market downturns most Millennials have lived through. Combine that with the crash of the housing market, which caused many of us to watch our families lose their homes or file for bankruptcy. It's no wonder that Generation Y isn’t crazy about investing. In reality, investing should be boring. You sign up for your 401(k) and choose an asset … [Read more...] about 6 Things to Avoid When You’re a Gen Y Investor

The Importance of Investing in Yourself (and How to Do It)

As a financial planner, I talk a lot about investing your money wisely. You might want to invest in a new home, in grad school, or in the stock market. But we can expand this conversation to include other types of investing, too — like investing in yourself. Happiness comes from investing your money, time, and effort in the things that matter most to you. A new purse will make you happy for a … [Read more...] about The Importance of Investing in Yourself (and How to Do It)

You’re Doing Really Well Financially: Now What?

When you’re first getting your financial act together, the advice you’ll get pretty much boils down to: Create a budget Build up emergency savings Pay down debt Contribute enough to your 401(k) to get a company match, and fund a Roth IRA as well if you can You built up a solid career, got out of debt, started saving for retirement...in short, you’re doing everything right. … [Read more...] about You’re Doing Really Well Financially: Now What?

How to Make Networking Come Naturally

I've attended a lot of conferences this year, and these events are some of my favorite times to network. I get to hang out with my friends and meet other people who share my interests and goals. Through conferences, I’ve landed speaking gigs, new clients, media appearances, and more. This happened to me recently when I decided to attend Podcast Movement in Dallas. I thought the speaker lineup … [Read more...] about How to Make Networking Come Naturally