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Tag Archives: Generation Y

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  2. Entries tagged with "Generation Y"

Five Financial Questions to Ask Your Future Spouse

Articles, Financial Planning, VideoBy Deb KriebelSeptember 12, 2014

Your wedding is approaching, and you’re getting excited. You and your future spouse have talked about where you want to live, how many kids you want to have, and what kind of lifestyle you’d like to enjoy. But have you discussed your financial health? Numerous surveys have shown that money is one of the main…

Four Tips for Saving for College

Articles, Financial Planning, Wealth ManagementBy Mindy GasthalterAugust 1, 2013

Generally, there are four ways to save for college: UTMA (Uniformed Transfer to Minors Act) or UGMA (Uniformed Gift to Minors Act) accounts Pre-paid tuition plans College savings plans Coverdell Education Savings Accounts (ESAs)

A Checklist for Parents with College-Bound Kids

Articles, Financial Planning, Wealth ManagementBy Deb KriebelJuly 25, 2013

Gone are the days of seemingly endless college applications, lengthy essays, and anxious weeks waiting for an acceptance. Your young adult has made a decision and he or she is college bound. It’s a very exciting time – a transitional process described beautifully by actress Tina Fey in Admission: “Parents exist to drive their kids…

A Financial Check-Up for Generation Y

Articles, Financial Planning, Wealth ManagementBy David KauffmanApril 25, 2013

Generation Y includes those born between 1977 and 1991, ranging in age from 22 to 36 years old. Also referred to as echo boomers and millennials, the group makes up about 25% of the U.S. population.

Should You Convert Your Traditional 401k to a Roth 401k?

Articles, Financial Planning, Wealth ManagementBy Pinnacle Advisory GroupFebruary 5, 2013

One of the more interesting provisions in the recently passed American Taxpayer Relief Act (ATRA) is the ability to do a Roth conversion within a 401(k) plan. Before January 2nd, employees were mostly prevented from moving assets from the traditional, pre-tax portion of their 401(k) to a Roth component of the same 401(k) plan. While…

Financial Planning for Generation Y

Articles, Financial Planning, Wealth ManagementBy Michael GreenJanuary 24, 2013

As a member of “Generation Y,” you are a young adult in your late teens, 20s, and early 30s, born between 1980 and 1994. Also called “Millennials” or “Echo Boomers,” you grew up amidst booms in the stock and real estate markets, only to see each of those “bubbles” burst. More educated than any prior…

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