June 2013

Thumbnail image for How to Prioritize Student Loan Debt While Working Towards Other Financial Goals

How to Prioritize Student Loan Debt While Working Towards Other Financial Goals

by Sophia Bera June 21, 2013

A common question that is brought up by my Gen Y clients is: what do I do about my student loans?  The problem is that there isn’t a simple answer.  It really depends on a few things: the amount of student loans in relation to your income, if the loans are public or private, the […]

Read the full article…
Thumbnail image for Why Entrepreneurship is the New Job Security for Gen Y

Why Entrepreneurship is the New Job Security for Gen Y

by Sophia Bera June 20, 2013

When I left my job a few months ago to start Gen Y Planning, there were many people that were nervous for my “lack of job security”  (I guess that I was one of those people!).  But I’ve seen so many people have success by running their own businesses and becoming entrepreneurs that I was […]

Read the full article…
Thumbnail image for Creative Ways to Fund Your Roth IRA

Creative Ways to Fund Your Roth IRA

by Sophia Bera June 18, 2013

This weekend I cleaned out my basement.  We are moving next month and I discovered that we still have a ton of boxes that we never went through when we moved about a year ago, so this weekend I went through the boxes.  We threw out old CD cases, recycled my old CFP® class notes, […]

Read the full article…
Thumbnail image for The Start of Something Special

The Start of Something Special

by Sophia Bera June 16, 2013

Hi, I’m Sophia Bera. I’m thrilled to finally be launching a financial planning firm that is geared towards my generation!  It’s been a labor of love and an idea I’ve had for a very long time.  Now that my website has launched, it feels like my dream is finally a reality.  Welcome to a new […]

Read the full article…