October 2013

Thumbnail image for Building Financial Security for Gen Y: Laying the Groundwork

Building Financial Security for Gen Y: Laying the Groundwork

by Sophia Bera October 30, 2013

Use Your Money to Match Your Values Keep living like a college student while you build a solid financial foundation.  By living below your means and not inflating your lifestyle as your salary grows, you will be able to reach your financial goals much faster.   Try to keep your fixed costs as low as possible […]

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Thumbnail image for Why I Love Hanging Out with Financial Bloggers (Over Financial Planners)

Why I Love Hanging Out with Financial Bloggers (Over Financial Planners)

by Sophia Bera October 23, 2013

I spent the weekend at the Financial Bloggers Conference (FinCon) in St. Louis and had a blast hanging out with other financial nerds like myself.  The same weekend, the Financial Planning Association was hosting their National Conference (FPA Experience) in Orlando, and while I would have learned a ton from the content, it was the […]

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Thumbnail image for Protect Yourself and Your Stuff – An Insurance Overview

Protect Yourself and Your Stuff – An Insurance Overview

by Sophia Bera October 16, 2013

Many millennials don’t associate insurance as part of their financial picture, but it’s an important piece of financial planning.  We are so focused on saving, paying down debt, and investing, that we sometimes forget about protection planning.  Please note: every person’s situation is different so it’s important to work with a comprehensive financial planner to […]

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Thumbnail image for The Post that Could Save You Thousands of Dollars: How to Maximize Your Company Benefits

The Post that Could Save You Thousands of Dollars: How to Maximize Your Company Benefits

by Sophia Bera October 9, 2013

If you’re like most people, you’re missing out on valuable tax deductions or even free money because you’re not maximizing your company benefits.  One of the biggest ways that I provide value to my clients is by going through their company benefits packages and making sure they are taking advantage of all of the great […]

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Thumbnail image for Couples & Money: Avoiding the Two-Income Trap

Couples & Money: Avoiding the Two-Income Trap

by Sophia Bera October 2, 2013

About half of my clients are couples.  They often ask me what they could improve with their finances.  My suggestion: view “your money” as “our money” and start planning as a couple.  I realize that you may have spent the last 10 years of your adult life as a single lady (cue: Beyoncé), and you […]

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