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Financial Planning for Millennials

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Mortgages

Should I Refinance My Mortgage?

Mortgage rates dropped below 4% within the last few months. Does that mean it’s time for you to refinance and lock in a lower rate?  Homeowners refinance for all sorts of reasons: to lower their monthly payments, to change the amount of time they have to repay their loan, to get some of their equity back in the form of cash to apply toward other financial needs, and, yes, to lower their … [Read more...] about Should I Refinance My Mortgage?

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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!

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sophiabera Sophia Bera, CFP® @sophiabera ·
19h

Have you made these financial moves this year? You're going to want to get them on your to do list. #MoneyMoves #PersonalFinance https://buff.ly/3ByjYt8

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sophiabera Sophia Bera, CFP® @sophiabera ·
29 Jun

No longer qualify for a Roth IRA? Here are some ideas for what's next. #RothIRA https://buff.ly/3MrpHVl

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sophiabera Sophia Bera, CFP® @sophiabera ·
28 Jun

Bonds have a reputation for being the safe and stable alternative to risky, daredevil stocks. Their reliable returns and ability to produce income make them integral in any well-diversified portfolio. #Bonds https://buff.ly/3y2s63V

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