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Financial Planning for Millennials

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company benefits

How Do I Choose a Health Insurance Plan During Open Enrollment?

Open enrollment is just around the corner for many of our clients, so we’re gearing up to help them choose their company benefits. This is one of the ways we save our clients the most money: by revamping their company benefits. Maybe you chose your company benefits a few years ago and haven’t looked at them since. Well, I highly encourage you to pull out that giant booklet and start … [Read more...] about How Do I Choose a Health Insurance Plan During Open Enrollment?

How Do I Choose My Company Benefits During Open Enrollment? An Ultimate Guide

What's the best part about fall? While your mind may instantly turn to pumpkin spice, light layers, and jewel-tone leaves, those lovely seasonal novelties won't impact your money too much (or so we hope)! At Gen Y Planning, the best part about fall is helping clients choose their company benefits.  You might be thinking, isn't selecting benefits just an HR formality? Why spend so much time … [Read more...] about How Do I Choose My Company Benefits During Open Enrollment? An Ultimate Guide

Should I Contribute to a 401(k) or a Roth IRA?

I am asked a lot of questions about retirement: Where should I save for retirement? Should I use a 401(k) or a Roth IRA? Can I do both? What’s a Roth 401(k)? How do I find out about my company match? I have a 403(b), what’s that?  These are all great questions! Today I want to break down all these ways to save for retirement and which ways might be best for you. … [Read more...] about Should I Contribute to a 401(k) or a Roth IRA?

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I'm Sophia! And I'm not your father's financial planner. I work virtually with clients across the country to help them navigate through big life changes and reach their goals. I'm also a foodie, a true crime junkie, and a lover of karaoke. Let's chat! Click here >>

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