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Financial Planning for Millennials

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How to Teach Your Kids About Money

Over the years I’ve worked with many people who graduated from college without a clue about money. They didn’t know how to budget, couldn’t tell if they were getting a good deal on a purchase, and ran up credit card debt because they didn’t understand how credit works. Unfortunately, financial literacy isn’t taught in schools -- and many parents don’t teach it at home, either. It’s tempting to … [Read more...] about How to Teach Your Kids About Money

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

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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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