August 2013

Thumbnail image for Why Planning for the Future is Important: Because You’re Not Going to Die Anytime Soon

Why Planning for the Future is Important: Because You’re Not Going to Die Anytime Soon

by Sophia Bera August 28, 2013

Yep.  I said it.  You’re not going to die for a very, long time.  Even if you have a life threatening disease that 30 years ago would have been a death sentence.  Diseases like cancer, Multiple Sclerosis, and HIV, used to mean you only had a few years left, but thanks to modern medicine many […]

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Thumbnail image for Are You Trying to Make a Living or a Life?

Are You Trying to Make a Living or a Life?

by Sophia Bera August 21, 2013

I recently went to a breakfast meeting to hear financial planner, Ross Levin, speak on his philosophy behind his book, Implementing the Wealth Management Index.  He started his firm, Accredited Investors, when he was 28 years old and now, at age 54, the firm has over $1 Billion in assets under management.  One of the […]

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Thumbnail image for The Most Overlooked Insurance for Gen Y

The Most Overlooked Insurance for Gen Y

by Sophia Bera August 14, 2013

There are parts of personal finance that people associate with financial planning, like paying down debt, building up savings, and planning for retirement.  But there is more that goes into financial planning than that alone.  One of the most important parts of financial planning is protection planning.  That’s the part that has to do with […]

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Thumbnail image for Time to Start Saving for the Holidays – So You Don’t Blow Your Budget!

Time to Start Saving for the Holidays – So You Don’t Blow Your Budget!

by Sophia Bera August 7, 2013

August is here and while you’re busy grilling, swimming, and enjoying the great outdoors, I have a feeling you’re not thinking the holidays, however, now is the perfect time to start saving!  Why?  Because if you start now, you’ll have five months to set aside money for holiday shopping.  By doing a little planning now, […]

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