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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 30s

“It’s complicated” is a great way to describe life in your 30s. You’ve been working for a while, so you might finally feel more financially stable than ever before. But on the other hand, you often have competing financial priorities. Career growth, serious relationships, family, and major life purchases tend to make this a very busy decade. Also, tiny wrinkles start showing up where you didn’t … [Read more...] about 8 Money Mistakes to Avoid in Your 30s

How to Create Your Own Benefits Package When You’re Self-Employed

When you’re a full-time employee for a company, you might take for granted all the benefits you get in addition to your actual salary. It turns out that of your total compensation package, 30% goes toward benefits like health insurance, disability insurance, life insurance, 401(k) matches, paid vacation and sick leave, and more. But nearly a third of U.S. workers are self-employed or work for a … [Read more...] about How to Create Your Own Benefits Package When You’re Self-Employed

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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 ·
24 Mar

It might make sense to file separately one year to take advantage of a particular deduction and then go back to filing jointly. Let's take a closer look. #Taxes #MarriedFilingSeparately https://buff.ly/3n7tGj3

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sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
24 Mar

Giving money to family is a big deal, and it could be a long-term commitment depending on their needs. Are you prepared for that? #PersonalFinance #SupportingFamily #FamilyMoney https://buff.ly/3B7iHuI

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sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
23 Mar

You’re about to experience the adventure of a lifetime, so make sure you do it in a way that still aligns with your greater values and goals. #LivingAbroad #FinancialPlanning https://buff.ly/3Ta2H24

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