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Gen Y Planning

Financial Planning for Millennials

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health insurance

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?

Why I Love HSAs for Millennials

As a new employee, you may be confused by all the health insurance terms out there: What are PPOs and HDHPs, and how are they different? What’s going on with HSAs? And which one makes sense for me? Let’s start with the basics: Preferred Provider Organizations (PPOs) vs. High Deductible Health Plan (HDHPs). If you select your PPO plan, you'll likely have a smaller deductible with higher premiums … [Read more...] about Why I Love HSAs for Millennials

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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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