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Financial Planning for Millennials

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Protection Planning

The Gen Y Planning Guide to Insurance: Short- and Long-Term Disability Insurance

It’s easy to see our homes and investment accounts as the most important parts of our portfolios. After all, that’s what we spend most of our time talking about with Gen Y Planning clients.  But really, the most reliable and important asset most of us have is our ability to work.  So what happens if you become ill or get injured and are no longer able to work in your field? That’s … [Read more...] about The Gen Y Planning Guide to Insurance: Short- and Long-Term Disability Insurance

The Gen Y Planning Guide To Insurance: Property, Casualty, And Liability Coverage

Car accidents, natural disasters, thefts, and lawsuits can happen to anybody at any time. Surprises like these are expensive and stressful — and the expenses associated with them start to pile up fast.  As our clients build wealth, we need to make sure they can protect it. That’s where property and casualty insurance comes in (often referred to as P&C insurance). Homeowners, auto, … [Read more...] about The Gen Y Planning Guide To Insurance: Property, Casualty, And Liability Coverage

How to Set Yourself Up for a Future Career Break

There may come a time in your career when working 40-plus hours a week just isn’t possible. It’s common to exit the workforce for a few years to deal with a health issue, or care for young children or elderly relatives. But your reasons for wanting a break may be different! Lots of workers are taking a detour from their career path to travel, take on a creative project, learn new skills, or avoid … [Read more...] about How to Set Yourself Up for a Future Career Break

Ask Gen Y Planning: How to Financially Support Family?

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. What should the financial planning look like when you have a parent who has no retirement saved up and won’t be working much longer due to health issues? My mother-in-law rents in a bad part of town, works at temp jobs, is turning … [Read more...] about Ask Gen Y Planning: How to Financially Support Family?

Ask Gen Y Planning: Do I Need an Estate Plan?

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. Life Insurance/Wills? I’m 27 and have $60,000 in life insurance through my employer. I have $120,000 in student loans ($60,000 private, $60,000 government) plus a $9,000 car loan. I have no credit card debt. I’m single and live … [Read more...] about Ask Gen Y Planning: Do I Need an Estate Plan?

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

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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.

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sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
3 Feb

Here’s a peek into how we set clients up for long-term financial success. #FinancialPlanning #FinancialAdvisors #BuildingWealth https://buff.ly/3CI9Cto

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sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
3 Feb

Housing and transportation costs are often the most expensive items in our monthly budgets. By reducing these costs and simplifying your life, you can free up cash flow. #PersonalFinance #SimplifyingYourFinances https://buff.ly/3R4WoLE

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sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
2 Feb

Every path to financial security starts somewhere. The good news is that, wherever you are today, that’s the perfect place to start. #FinancialPlanning #PersonalFinance #FinancialPlan https://buff.ly/3u9zpp8

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