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Financial Planning for Millennials

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life insurance

The Gen Y Planning Guide to Insurance: Life Insurance

Life insurance is the one type of insurance that isn’t really about protecting yourself. It’s there to protect anyone who depends on you for financial support.  If you die unexpectedly or before you planned to retire, your life insurance policy will pay out to your named beneficiaries. This money can replace your income so your family can continue paying their bills or cover additional expenses, … [Read more...] about The Gen Y Planning Guide to Insurance: Life Insurance

Protect Yourself and Your Stuff – An Insurance Overview

Many millennials don’t associate insurance as part of their financial picture, but it’s an important piece of financial planning.  We are so focused on saving, paying down debt, and investing, that we sometimes forget about protection planning.  Please note: every person’s situation is different so it’s important to work with a comprehensive financial planner to make sure you have the … [Read more...] about Protect Yourself and Your Stuff – An Insurance Overview

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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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