Blogs

Online experts

My Favorite Online Experts

by Sophia Bera June 21, 2017

Helping a client with their financial plan involves a lot of conversations about numerical data. We chat about their current net worth, their debts, the amount they have in savings, and their financial goals like buying a home or retiring. My clients are in a phase of life that comes with a ton of change […]

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blogs and podcasts

Personal Finance Blogs and Podcasts to Add to Your List

by Sophia Bera June 14, 2017

Summer’s a quiet time for financial planners. Lots of clients worry about money in January after setting New Year’s resolutions, or in April when taxes are due. For now, everyone’s going on vacation! But summer is a great time to learn about personal finance. You’ve got time to fill on long flights, after all! And […]

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