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Financial Planning for Millennials

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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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Sophia Bera Daigle, CFP® Follow

Founder of Gen Y Planning. Entrepreneur. Wife & Mama. Theatre kid at heart. Lover of breakfast tacos and karaoke.

sophiabera
sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
3h

The best way to thwart hackers is to use a different, complex password for every account. Everyone knows that right? Why don't we do it then? #IdentityTheft #CyberSecurity https://buff.ly/42NXhys

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sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
14h

According to the IRS, U.S. citizens living abroad still need to follow the same rules when filing income, estate, and gift tax returns and to pay quarterly or estimated taxes. Confusing? Let's dig in. #LivingAbroad #Taxes https://buff.ly/3Ta2H24

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sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
29 Mar

“Calculate how much interest you’d actually be making if you switched accounts,” suggests CFP Sophia Bera Daigle, founder of Gen Y Planning, a financial planning firm for millennials. From @CNBC #Interest #FinancialPlanning https://buff.ly/3JJW02F

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