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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The Building Blocks of Financial Security

Every path to financial security starts somewhere. Some of us had a leg up, in the form of debt-free college educations or trust funds. But lots of us didn’t. As you’ve probably read, fewer than half of Americans have enough money saved to cover a $1,000 emergency. If you don’t have an emergency fund or if you’re afraid to look at your credit card balance, you’re far from alone.  The good … [Read more...] about The Building Blocks of Financial Security

You’re Going to be Working Remotely for Awhile. Here’s How to Make it Work.

Many of you are about two months into what may be the first time you’re working remotely. If you’re like me, you love it! But lots of people miss the camaraderie of office work. I doubt workers will be returning to offices anytime soon, because there are so many logistics involved in how to have hundreds of people occupy an indoor space safely that many companies will simply stay remote for the … [Read more...] about You’re Going to be Working Remotely for Awhile. Here’s How to Make it Work.

How to Practice Self-Care During This Time

Now that we’re approximately 3,000 years into the pandemic (at least it certainly feels that way), you may actually be getting acclimated to this weird time. But even though it may feel more routine, that doesn’t mean it doesn’t still cause stress.  If you haven’t yet found a way to nourish your soul, I highly recommend it. You’ll be a better worker, partner, parent, and friend — but you’re … [Read more...] about How to Practice Self-Care During This Time

What the CARES Act Means for Individuals and Small Businesses

The CARES Act was signed into law in late March, providing financial assistance for individuals and businesses in these difficult and uncertain times. You may have heard bits and pieces of it mentioned on the news — stimulus checks (which you may or may not be entitled to depending on your household income) and small business loans that can help keep your business afloat. But if you need help, … [Read more...] about What the CARES Act Means for Individuals and Small Businesses

What Does Market Volatility Mean for Your Investments?

Many millennials were either just starting our careers or still in school in 2008, and now we’re older, with more complicated lives and the additional bank accounts to match. Many of us have kids and mortgages now, or small businesses with employees we’ve had to lay off — or both. Once again, we’re faced with a truly scary time. We’re afraid for our health and the wellbeing of the people we love. … [Read more...] about What Does Market Volatility Mean for Your Investments?

How to Set Yourself Up for a Future Career Break

There may come a time in your career when working 40-plus hours a week just isn’t possible. It’s common to exit the workforce for a few years to deal with a health issue, or care for young children or elderly relatives. But your reasons for wanting a break may be different! Lots of workers are taking a detour from their career path to travel, take on a creative project, learn new skills, or avoid … [Read more...] about How to Set Yourself Up for a Future Career Break