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Financial Planning for Millennials

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Saving and Investing

5 Telltale Signs You Might Need a Financial Advisor

When you think of people who use financial advisors, you may not consider yourself the right demographic. But it may surprise you that plenty of advisors cater to people who aren’t retired millionaires. There are plenty of reasons for younger people to engage with a financial advisor well before retirement age. If you’re wondering if it’s the right time to speak with a professional about your … [Read more...] about 5 Telltale Signs You Might Need a Financial Advisor

Is Crypto Investing A Passing Ship Or Is This Currency Here To Stay?

Cryptocurrency has taken the investment world by storm. With hundreds of new "coins" bubbling to the surface, many people are wondering if they should buy into this new type of currency or if it's another investment trend that will pass.  Should crypto have a place in your portfolio? A Brief History of Cryptocurrency In a nutshell, cryptocurrency is a digital currency for purchasing goods and … [Read more...] about Is Crypto Investing A Passing Ship Or Is This Currency Here To Stay?

How A Revolving Savings Account Can Help You Budget Better

It’s pretty easy to rattle off your monthly expenses: Rent or mortgage payments, utility bills, Internet, student loan payments, car payments, food, gas. On top of paying those bills, I also recommend setting aside money in your emergency fund so that a surprise doesn’t cause you to fall behind on those bills. But if you look through your last year of credit card statements, you’ll see a whole … [Read more...] about How A Revolving Savings Account Can Help You Budget Better

How to Make Money Moves When You Feel Stuck

It’s really common for us to work with clients, or chat with friends, who are fortunate to have extra money on hand, but they don’t know what to do with it so it sits in cash in a bank account. This is so common for our generation! Many of us aren’t 40 yet, but we’ve now experienced two periods of economic and job uncertainty. We cling to our cash like it’s some kind of security … [Read more...] about How to Make Money Moves When You Feel Stuck

Pandemic Savings Habits To Adopt For The Long Term

The COVID-19 pandemic is still raging across the U.S., and it has affected every aspect of our lives. Millions of people have lost their jobs. The federal government passed an enormous stimulus package and may pass another one soon. Most of us haven’t eaten in a restaurant, watched a sporting event, hugged a friend, or boarded a plane in months. Some industries, like movie theaters and cruises, … [Read more...] about Pandemic Savings Habits To Adopt For The Long Term

The Building Blocks of Financial Security

Every path to financial security starts somewhere. Some of us had a leg up, in the form of debt-free college educations or trust funds. But lots of us didn’t. As you’ve probably read, fewer than half of Americans have enough money saved to cover a $1,000 emergency. If you don’t have an emergency fund or if you’re afraid to look at your credit card balance, you’re far from alone.  The good … [Read more...] about The Building Blocks of Financial Security

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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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