Gen XYZ Financial Services

Gen XYZ Financial Services We help those in Gen X, Y and Z achieve their financial goals. We believe financial planning should b

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sens...
06/24/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72...
06/22/2026

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72 in action.

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.
06/19/2026

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs...
06/17/2026

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs and personal comfort level.

Find out how large your emergency fund should be based on your monthly expenses.

When you choose to take Social Security might impact your retirement income. Find out how.
06/15/2026

When you choose to take Social Security might impact your retirement income. Find out how.

One of the most common questions people ask about Social Security is when they should start taking benefits.

06/12/2026

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you really stand today.

Why are they made again and again? This piece helps make sense of these errors in judgment.
06/10/2026

Why are they made again and again? This piece helps make sense of these errors in judgment.

Why are they made again and again? Making sense of these errors in judgment.

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the h...
06/08/2026

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the history of bull and bear markets.

This helpful infographic will define bull and bear markets, as well as give a historical overview.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
06/05/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through ...
06/03/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Calculate your required minimum distribution amount based on your account balance and age.

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2200A Douglas Boulevard Suite 110
Roseville, CA
95661

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