November 2013

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Being Thankful, Grateful, and Giving Back

by Sophia Bera November 27, 2013

Since Thanksgiving and Hanukkah are here, and Christmas is right around the corner, it’s a great time of year to reflect on our lives and practice gratitude.  The holidays remind me about the importance of being with family and friends and creating memories that last a lifetime.  In addition, the holidays act as a gentle […]

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I Just Bought a Brand New Pair of…

by Sophia Bera November 20, 2013

EYES!  (Get you mind out of the gutter!)  Yes, I had LASIK eye surgery on Wednesday and it’s so awesome to wake up and see my alarm clock.  I even took this quick video to show you how I really feel: (Notes about the video: I am a stage actor and hate being on camera, […]

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5 Steps to Organize Your Financial Life

by Sophia Bera November 13, 2013

Just because I’m a financial planner doesn’t mean I’ve check off all the items on my own financial “To Do List.”  I’ve been feeling a bit overwhelmed by the mounting businesses and personal financial tasks that I have on my plate and I decided that if I’m feeling this way, maybe some of my readers […]

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Hi! I’m Sophia and I’m a…Financial Planner

by Sophia Bera November 6, 2013

Did that remind you of an AA meeting?  That’s probably the worst way to introduce myself, but it happens a lot.  I was chatting with Jaime and Jessica today.  Two fellow financial planner friends in Atlanta and we talked about how much it sucks to tell people we are financial planners because it gives all […]

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