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Financial Planning for Millennials

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I’m Scared to Spend Money, But I Make Six Figures

I’ve spoken to so many successful millennials who earn a comfortable salary and save and invest a healthy amount. Yet they still hoard cash like their luck is about to run out, or are racked with fear whenever faced with a chance to spend on something that isn’t essential to survival. They’re so afraid to spend money! While the media is talking about millennials spending all their money on … [Read more...] about I’m Scared to Spend Money, But I Make Six Figures

How Do Trust Funds Pay Out?

Whether you’re the recipient of a trust fund or you’re setting one up for the benefit of someone else, it’s important to understand the basics of how trusts work. Trusts can be complicated, but they’re also helpful estate planning tools that allow people to pass their wealth down, while in many cases bypassing the expensive and time-consuming probate process. Keep in mind that I am not a lawyer … [Read more...] about How Do Trust Funds Pay Out?

The FIRE Movement: A Financial Planner’s Perspective

More and more, I work with clients who are interested in the FIRE movement (which, if you haven’t heard of it, stands for Financial Independence, Retire Early). Countless blogs, websites, and podcasts are dedicated to FIRE, sharing the stories of how people penny-pinched their way to freedom from The Man. My friend Paula Pant interviewed Suze Orman and asked for her opinion of the FIRE … [Read more...] about The FIRE Movement: A Financial Planner’s Perspective

Ways People Put Off Actually Dealing With Their Money

I regularly assign my clients money-related homework assignments, and I’ll be the first to tell you that it’s hard to deal with your money. I struggle, too! (That’s why I hire a financial planner myself.) I also try to help my clients knock out a few tasks during their meetings so they feel accomplished after our calls. Even when you know it’ll only take a few minutes, or that it’s a smart … [Read more...] about Ways People Put Off Actually Dealing With Their Money

How to Make a Plan for Your Charitable Giving

Holiday donation drives are in full force, and you may be considering how to allocate any spare amount of money you can give toward causes you care about. I often discuss charitable giving with clients, because believe it or not, it’s an important part of an overall financial plan. If you want to read more about one of my favorite charities, you can check out this article from Financial Planning … [Read more...] about How to Make a Plan for Your Charitable Giving

The Gen Y Planning Guide to Company Stock: What Are Restricted Stock Units (RSUs)?

This is the fourth post in a series on employer stock programs. Check out the previous posts on Incentive Stock Options, Non-Qualified Stock Options, and Employee Stock Purchase Plans. Like other forms of company stock, Restricted Stock Units, or RSUs, are granted to employees to attract, reward, and retain them. This can be when you’re first hired, or later on as a bonus (or both!). What Are … [Read more...] about The Gen Y Planning Guide to Company Stock: What Are Restricted Stock Units (RSUs)?

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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, CFP®Follow

Foodie financial planner who loves books, podcasts, and karaoke. Currently, in NYC. Then off to Cali. Back in Austin in Sept.

Sophia Bera, CFP®
sophiaberaSophia Bera, CFP®@sophiabera·
25 Oct

What to Do First With an Inheritance: http://snip.ly/g7j1xn via @TwoCentsLH

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sophiaberaSophia Bera, CFP®@sophiabera·
25 Oct

Make these small behavioral changes to improve your quality of life: http://snip.ly/5b8l0r via @FastCompany

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sophiaberaSophia Bera, CFP®@sophiabera·
24 Oct

I've pretty much been living off of breakfast tacos and english muffins this week. I promise I'll eat a vegetable soon.

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