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Financial Planning for Millennials

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Credit Cards

Protecting Yourself Against Identity Theft

Lots of us have seen and reported fraudulent charges on credit cards. In those cases, cancelling and replacing the credit cards usually solves the problem.  Identity theft is a different and more severe type of fraud because what has been stolen — your social security number, for example — can’t be changed or replaced. Identity theft is when someone steals your personal … [Read more...] about Protecting Yourself Against Identity Theft

Credit Card Rewards During And After The Pandemic

Lots of credit cards have partnerships with airlines or hotel chains, and lots offer bonus points or cash back when you use your card on travel. Your card might be co-branded, like the Southwest Rapid Rewards card from Chase. Or you might have the option each month to redeem a certain number of points on qualifying expenses.  During the last year of cancelled vacations and weekends spent … [Read more...] about Credit Card Rewards During And After The Pandemic

9 Money Mistakes to Avoid in Your 40s

Your 20s were all about setting up your financial foundation and establishing good habits. Your 30s were about life changes like getting married, having kids, and building your career. In your 40s, everything is amplified even more. You’ve got growing kids and aging parents -- and what you don’t have is a ton of spare time. There’s a lot you can do in your 40s to protect your money and care for … [Read more...] about 9 Money Mistakes to Avoid in Your 40s

8 Money Mistakes to Avoid in Your 20s

Ah, to be in your 20s. Brunches are frequent, hangovers are less debilitating, and all the big, serious life stuff seems so far away. So top off your bottomless mimosa, my friend, because you’ve got absolutely nothing to worry about when it comes to your finances … or do you? Well, I’ve got good news and bad news. The bad news is you always need to think about your finances, even when you’re just … [Read more...] about 8 Money Mistakes to Avoid in Your 20s

Hacking Your Credit Card Rewards

So you want to go to Thailand for three weeks when you finish your MBA, but you’re concerned about paying for a plane ticket. However, did you know it’s only 80,000 United miles (plus taxes and fees) to fly round trip to Asia from the U.S.? Or maybe you want to go to Italy for your wedding anniversary. Did you know it’s only 60,000 United miles (plus taxes and fees) to fly round trip to Europe … [Read more...] about Hacking Your Credit Card Rewards

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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. Living in Austin, TX and loving it!

sophiabera
sophiabera Sophia Bera, CFP® @sophiabera ·
16h

Will this season be just as intense and dramatic as the last? How can potential buyers stand out among the crowd? #housingmarket #personalfinance #realestate https://buff.ly/3yWNLMO

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sophiabera Sophia Bera, CFP® @sophiabera ·
24 Jun

How to recession-proof your personal finances; these strategies work in any economy. A great article from @NextAdvisor that I was happy to be a part of. #recession #personalfinance https://buff.ly/3HohArP

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sophiabera Sophia Bera, CFP® @sophiabera ·
23 Jun

Achieving financial success isn’t always about following certain rules. Sometimes it’s about doing things differently. Interesting article from @CleverGirlCGF #personalfinance https://buff.ly/396Xg10

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