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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How To Become A Less-Stressed Millionaire

Generation Y has, for lack of a better term, “been through it.” Our generation has lived through some of modern history's most monumental economic and social events.  The result? Stress, and for some, lots of it. Nearly 44% of Generation Y report feeling stressed all or most of the time. Everyone has unique stressors, but the most common are saving money, managing debt, and planning for … [Read more...] about How To Become A Less-Stressed Millionaire

Why De-Prioritizing Things Is Healthy And Can Actually Help You Financially

We are pulled in a million different directions. Everything from work meetings (that probably could’ve been an email), networking lunches, dropping your kids off at school, deciding what to make for dinner, and making it to your fitness class on time. Whew! The start of the new year is a great time to review what’s important to you. And, find time to do what you enjoy doing more! And, it can even … [Read more...] about Why De-Prioritizing Things Is Healthy And Can Actually Help You Financially

9 Must-Do Financial Tasks To Check Off Your Year-End List

Year-end is a special time filled with traditions, old and new, and hopefully space to relax, decompress, and prepare for a wonderful new year.  As the final days of the year rapidly approach, it’s important to carve out intentional time to ready your finances for next year. What should go on your year-end to-do list? Here are nine financial elements you won’t want to forget! 1. De-clutter Your … [Read more...] about 9 Must-Do Financial Tasks To Check Off Your Year-End List

How To Actually Solve Your Work-Life Balance Dilemma And Stop Band-Aiding Burnout

If someone asks you this question: How’s work going? Perhaps the most standard answer is some version of “oh, good, just busy.” Many people equate business with productivity and worth, a dangerous combination that can leave you emotionally drained. And over time, that cycle can slowly lead to you feeling deeply unfulfilled at work and home.  Prioritizing work-life balance is a central tenet to … [Read more...] about How To Actually Solve Your Work-Life Balance Dilemma And Stop Band-Aiding Burnout

What’s Your “Enough” Number? And How Can It Help You Live Your Best Life

When you think about having enough money, what comes to mind? Is it never worrying about money again? The freedom of making a significant career change? Taking a well-deserved sabbatical? Moving to a scenic location? Finally adjusting your lifestyle where work doesn’t have to be your first priority?  Those all sound like pretty dreamy scenarios, but how can you take these hypotheticals and … [Read more...] about What’s Your “Enough” Number? And How Can It Help You Live Your Best Life

5 Meaningful Ways To Invest For Your Children Long-Term

Parenting—it’s perhaps the most rewarding and expensive thing you’ll ever do.  Oh, and by the way, you wouldn’t happen to have over a quarter of a million dollars lying around? Why, you might ask?  Because a recent Brookings Institution study found that in today’s dollars, a two-parent household will spend about $300,000 (or $18,000 a year) to raise one (yes, only one) child in the … [Read more...] about 5 Meaningful Ways To Invest For Your Children Long-Term