Sophia Bera

Featured Blog: A Values-Based Way to Build Your Budget

Jan 31,17

Let’s be honest: budgeting sucks. There’s a reason everyone (including me) dreads sitting down and figuring out a budget. It …

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Featured Blog: You’re 30 — Stop Doing What You Did in College

Sep 20,16

The following blog is by Sophia Bera originally published in her website Gen Y Planning. I’m a big fan of automating …

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Featured Blog: Weighing a Job Offer? Look Beyond the Salary

Aug 13,16

The following blog is by Sophia Bera originally published in her website Gen Y Planning. You’ve been job hunting for months, …

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Featured Blog: Why Millennial Women Need to Invest, Even If We Don’t Think We’re Ready

Jul 11,16

The following blog is by Sophia Bera originally published in her website Gen Y Planning. When it comes to investing, women …

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Featured Blog: A Guide to Preventing Lifestyle Creep (and Using Extra Cash to Build Wealth Instead)

May 26,16

The following blog is by Sophia Bera originally published in her website Gen Y Planning. You’ve seen this happen to your …

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Featured Blog: What To Do with an Inheritance or Settlement

Apr 22,16

The following blog is by Sophia Bera originally published in her website Gen Y Planning. If you receive a large windfall …

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Featured Blog: Why Mom And Dad Aren’t Your Financial Planners

Mar 11,16

The following blog is by Sophia Bera originally published in her website Gen Y Planning. When I meet with potential clients, …

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Featured Blog: Two Ways Money Can Make You Happy in 2016

Dec 29,15

The following blog is by Sophia Bera originally published in her website Gen Y Planning. As you take stock of the …

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Featured Blog: 5 Ways to Give a Great Gift This Holiday Season (That Won’t Break the Bank)

Dec 14,15

The following blog is by Sophia Bera originally published in her website Gen Y Planning. Ah, the holidays. The air is …

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Featured Blog: The Importance of Investing in Yourself (and How to Do It)

Oct 23,15

The following blog is by Sophia Bera originally published in her website Gen Y Planning. As a financial planner, I talk …

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