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Gen Y Planning Ross & RachelsFinancial Plangent Y Planning 6127907955sophia Enplaning.come. Enplaning.comRoss&RachelFinancialSnapshotApril2015 Assets Cash Joint:EmergencySavings Joint:Moneymaker×10,500

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What is gen y planning?

Gen Y planning is a financial planning strategy tailored towards individuals born between 1981 and 1996, also known as Generation Y or Millennials.

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Any individual within the Gen Y age group who wants to plan their finances for the future can benefit from Gen Y planning.

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To fill out Gen Y planning, individuals can consult with a financial advisor or use online tools to create a customized financial plan based on their goals and circumstances.

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The purpose of Gen Y planning is to help individuals in the Millennial generation set and achieve financial goals, such as saving for retirement, buying a home, or paying off student loans.

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Information such as income, expenses, assets, debts, savings goals, investment accounts, and retirement plans should be reported on Gen Y planning.

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