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Financial Planning for Millennials

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Archives for October 2013

Protect Yourself and Your Stuff – An Insurance Overview

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 make sure you have the … [Read more...] about Protect Yourself and Your Stuff – An Insurance Overview

Couples And Money: Avoiding The Two-Income Trap

About half of my clients are couples, and 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 didn’t have to take into account anyone else’s money habits — or their money … [Read more...] about Couples And Money: Avoiding The Two-Income Trap

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I'm Sophia! And I'm not your father's financial planner. I work virtually with clients across the country to help them navigate through big life changes and reach their goals. I'm also a foodie, a true crime junkie, and a lover of karaoke. Let's chat! Click here >>

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