Life and Money

FIRE movement

The FIRE Movement: A Financial Planner’s Perspective

by Sophia Bera January 23, 2019

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 […]

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dealing with money

Ways People Put Off Actually Dealing With Their Money

by Sophia Bera December 20, 2018

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 […]

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Most Popular Posts

The Top 5 Gen Y Planning Blog Posts of the Year

by Sophia Bera July 25, 2018

Nothing inspires my writing more than what my clients and readers (like you!) ask me about. Since I started my blog, your questions, like your lives, have become more complicated. I want to highlight the most popular blog posts of the past year, because they cover some meaty topics that I know many of you […]

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Financial Planning for Growing Families

Ask Gen Y Planning: How Do We Handle the Most Expensive Time of Our Lives?

by Sophia Bera May 20, 2018

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. My husband and I are in our early 30’s and are expecting our second child. My husband is an electrician and his firm does not have disability […]

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Receiving an Inheritance

Ask Gen Y Planning: How Should I Invest My Inheritance?

by Sophia Bera May 20, 2018

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. I am about to inherit $100,000. I am the first person in my family to ever receive an inheritance. What is a good low-risk investment that will […]

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financial planner

Should I Hire a Financial Planner?

by Sophia Bera December 13, 2017

With the new year around the corner, many of you are setting financial goals for 2018. You’re paying off the last of your student loans, switching jobs, starting that Roth IRA, or getting ready to buy a home. You might also be in the middle of some major life changes — getting engaged or married, […]

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