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Financial Planning for Millennials

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Family and Money

How to Set Yourself Up for a Future Career Break

There may come a time in your career when working 40-plus hours a week just isn’t possible. It’s common to exit the workforce for a few years to deal with a health issue, or care for young children or elderly relatives. But your reasons for wanting a break may be different! Lots of workers are taking a detour from their career path to travel, take on a creative project, learn new skills, or avoid … [Read more...] about How to Set Yourself Up for a Future Career Break

You’re compatible in every way … except financially. How to deal?

You know you want to be together forever, but if there's one thing you fight about, it's money. Maybe you’re a spender and your partner is a saver. Maybe you keep cash in savings accounts while they gravitate toward risky investments. Maybe they want to maintain detailed budgeting spreadsheets, but you’d rather not dedicate the time to that. It’s possible to get along really well with someone … [Read more...] about You’re compatible in every way … except financially. How to deal?

How to Help Your Family Financially Without Going Broke

As Gen Y gets older, we’re reaching financial stability in greater numbers, and that means that the family members who helped us out financially for so long may need our help now. Baby Boomers are getting older, and that can come with increased medical expenses, or even retiring in a less secure position than they thought they would. I work with many clients who provide monetary support to … [Read more...] about How to Help Your Family Financially Without Going Broke

How to Claim Your Parent as a Dependent on Your Taxes

Older millennials are quickly approaching the sandwich generation phase: taking on greater  responsibility for older relatives while also caring for young children. As baby boomers begin to retire, some will need the support of their adult children. In some cases, it may make sense to consider claiming your parent as a dependent on your taxes. There are a lot of rules about this, and … [Read more...] about How to Claim Your Parent as a Dependent on Your Taxes

Ask Gen Y Planning: How to Financially Support Family?

This question was submitted by a reader! Do you have a money question you’d like Gen Y Planning to answer in a future blog post? Submit it to genyplanning.com/askgyp. What should the financial planning look like when you have a parent who has no retirement saved up and won’t be working much longer due to health issues? My mother-in-law rents in a bad part of town, works at temp jobs, is turning … [Read more...] about Ask Gen Y Planning: How to Financially Support Family?

Ask Gen Y Planning: Do I Need an Estate Plan?

This question was submitted by a reader! Do you have a money question you’d like Gen Y Planning to answer in a future blog post? Submit it to genyplanning.com/askgyp. Life Insurance/Wills? I’m 27 and have $60,000 in life insurance through my employer. I have $120,000 in student loans ($60,000 private, $60,000 government) plus a $9,000 car loan. I have no credit card debt. I’m single and live … [Read more...] about Ask Gen Y Planning: Do I Need an Estate Plan?

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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 ·
15h

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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