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Financial Planning for Millennials

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Tax Tips for Millennials

Taxes are not the most exciting thing in the world, so I thought I’d start with this short video on Cats Doing Taxes from one of my favorite non-profits AccountAbility Minnesota.  (BTW: if you search for “funny tax videos” on YouTube, the results stink.  Note to CPAs everywhere: please make a funny tax video that I can insert in my blog posts on tax tips).  Tax planning is a really … [Read more...] about Tax Tips for Millennials

5 Steps To Organize Your Financial Life

Just because I’m a financial planner doesn’t mean I’ve checked 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 my readers are too.  Here’s what I do when I’m feeling overwhelmed by financial tasks and don’t know where to … [Read more...] about 5 Steps To Organize Your Financial Life

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

Should I Contribute to a 401(k) or a Roth IRA?

I am asked a lot of questions about retirement: Where should I save for retirement? Should I use a 401(k) or a Roth IRA? Can I do both? What’s a Roth 401(k)? How do I find out about my company match? I have a 403(b), what’s that?  These are all great questions! Today I want to break down all these ways to save for retirement and which ways might be best for you. … [Read more...] about Should I Contribute to a 401(k) or a Roth IRA?

Student Loans: Pay As You Earn, IBR, ICR, PSLF, and OMG This Is Confusing!

Congrats!  You just finished college, or grad school, or law school, or business school!  Now, it’s time to figure out what student loan program you’re going to choose to pay back your student loans.  If you have a reasonable amount of student loans in relation to your income, then you will most likely want to choose the 10 year standard repayment method so that you can pay them off … [Read more...] about Student Loans: Pay As You Earn, IBR, ICR, PSLF, and OMG This Is Confusing!

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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.

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sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
5h

A great article for college students looking to start their own side hustle while in school. I was happy to contribute to this article from @vervetimes. #SideHustle #PersonalFinance #CollegeJob https://buff.ly/3SPG4zo

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sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
12 Aug

No one can control what’s going on right now, and we certainly can’t control the economic implications, either. So what can you do? #Investing #MarketVolatility https://buff.ly/3bmmxpE

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sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
12 Aug

Creating a budget or a spending plan starts with understanding your life — your needs, your wants, and your bills. #Budgeting #Spending #FinancialBuildingBlocks https://buff.ly/3u9zpp8

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