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Financial Planning for Millennials

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Financial Planning

9 Must-Do Financial Tasks To Check Off Your Year-End List

Year-end is a special time filled with traditions, old and new, and hopefully space to relax, decompress, and prepare for a wonderful new year.  As the final days of the year rapidly approach, it’s important to carve out intentional time to ready your finances for next year. What should go on your year-end to-do list? Here are nine financial elements you won’t want to forget! 1. De-clutter Your … [Read more...] about 9 Must-Do Financial Tasks To Check Off Your Year-End List

How To Actually Solve Your Work-Life Balance Dilemma And Stop Band-Aiding Burnout

If someone asks you this question: How’s work going? Perhaps the most standard answer is some version of “oh, good, just busy.” Many people equate business with productivity and worth, a dangerous combination that can leave you emotionally drained. And over time, that cycle can slowly lead to you feeling deeply unfulfilled at work and home.  Prioritizing work-life balance is a central tenet to … [Read more...] about How To Actually Solve Your Work-Life Balance Dilemma And Stop Band-Aiding Burnout

How Goals-Based Investing Can Help You Invest Better (No More Chasing Returns)

When it comes to investing, numbers are just one piece of the puzzle.  The other?  Your "why."  When asked why you invest, your answer isn't likely building wealth for wealth's sake. Instead, it probably has something to do with helping you achieve your unique goals—saving for your kid's college, building your dream home, shoring up your nest egg, creating a safety net, among other things. A … [Read more...] about How Goals-Based Investing Can Help You Invest Better (No More Chasing Returns)

Estate Planning Basics: Wills, Trusts, And Medical Care

It’s very common for younger people — and older people, for that matter — to go without an estate plan. But whether or not you have kids, a spouse, or a great deal of wealth (yet!), the best time to create an estate plan might be right now. Creating a will is an important part of estate planning, but there’s a lot more to it than that. Your estate plan should also include, in writing, the details … [Read more...] about Estate Planning Basics: Wills, Trusts, And Medical Care

Financial Planning Is for Everyone: How to Work With Diverse Clients

The United States is facing a reckoning when it comes to who has historically benefitted from privilege, and who hasn’t. Our country has enacted racist policies that made it more difficult, if not impossible, for Black Americans, other Americans of color, and immigrants to succeed.  The financial planning industry has not been historically kind to minorities and women. Clients have been … [Read more...] about Financial Planning Is for Everyone: How to Work With Diverse Clients

What Does Market Volatility Mean for Your Investments?

Many millennials were either just starting our careers or still in school in 2008, and now we’re older, with more complicated lives and the additional bank accounts to match. Many of us have kids and mortgages now, or small businesses with employees we’ve had to lay off — or both. Once again, we’re faced with a truly scary time. We’re afraid for our health and the wellbeing of the people we love. … [Read more...] about What Does Market Volatility Mean for Your Investments?

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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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