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

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing mone...
07/17/2026

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Watch this fun video for tips on how to search for missing money.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
07/15/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

How much could you receive from Social Security? Here’s what to expect.
07/10/2026

How much could you receive from Social Security? Here’s what to expect.

Calculating your potential Social Security benefit is a three-step process.

There are four basic steps to calculating the value of an estate.
07/08/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece...
07/06/2026

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece.

This investment account question is vital and answered as early as possible.

What does it actually cost to raise a child? You might be surprised.
07/03/2026

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for...
07/01/2026

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for major financial decisions.

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

How much is enough for your emergency fund?
06/29/2026

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Small contributions can add up to something big. See how compound interest works over time and what it could mean for yo...
06/26/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Explore how compound interest can grow your money over time with this interactive tool.

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.

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2200A Douglas Boulevard Suite 110
Roseville, CA
95661

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