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Financial Planning for Millennials

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Young Investors

When Nothing Goes According To Plan, Having A Plan Matters Most

Even if you didn’t experience financial instability in 2020, it’s OK if this feels like a lost year. Be kind to yourself. You don’t have to hustle your way through the pandemic.  If you lost some or all of your income, had to delay a big financial step, or had to stop saving for retirement, you’re far from alone. One in three American adults has had to pull money from their savings or … [Read more...] about When Nothing Goes According To Plan, Having A Plan Matters Most

Side Hustle Smarter, Not Harder

Side hustles are so integral to Millennials’ economic lives that our generation invented a whole suite of apps designed to facilitate them — Uber, Instacart, Postmates, transcription services, dog-walking services, house-sitting services, and many, many more.  As my clients have grown up, their side hustles have gotten more sophisticated and polished, but the substance is still the … [Read more...] about Side Hustle Smarter, Not Harder

What Does Market Volatility Mean for Your Investments?

Many millennials were either just starting our careers or still in school in 2008, and now we’re older, with more complicated lives and the additional bank accounts to match. Many of us have kids and mortgages now, or small businesses with employees we’ve had to lay off — or both. Once again, we’re faced with a truly scary time. We’re afraid for our health and the wellbeing of the people we love. … [Read more...] about What Does Market Volatility Mean for Your Investments?

Ask Gen Y Planning: Should I Be a Socially Responsible Investor?

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 would like to learn more about the pros and cons of socially responsible investing (e.g. VFTSX fund instead of VTSAX). What are the criteria used for picking stocks in funds like that? Socially responsible investing has … [Read more...] about Ask Gen Y Planning: Should I Be a Socially Responsible Investor?

Ask Gen Y Planning: Should I Invest in Cryptocurrency?

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 are your thoughts on Bitcoin (or other cryptocurrencies) as an investment? Bitcoin and other forms of cryptocurrency are the new hotness when it comes to investing, but I urge you to be really cautious. Cryptocurrency isn’t … [Read more...] about Ask Gen Y Planning: Should I Invest in Cryptocurrency?

Should I Hire a Financial Planner?

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, having a baby, or quitting your full-time job to start your own business. Or maybe you decided that … [Read more...] about Should I Hire a Financial Planner?

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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 ·
3h

The best way to thwart hackers is to use a different, complex password for every account. Everyone knows that right? Why don't we do it then? #IdentityTheft #CyberSecurity https://buff.ly/42NXhys

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sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
14h

According to the IRS, U.S. citizens living abroad still need to follow the same rules when filing income, estate, and gift tax returns and to pay quarterly or estimated taxes. Confusing? Let's dig in. #LivingAbroad #Taxes https://buff.ly/3Ta2H24

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

“Calculate how much interest you’d actually be making if you switched accounts,” suggests CFP Sophia Bera Daigle, founder of Gen Y Planning, a financial planning firm for millennials. From @CNBC #Interest #FinancialPlanning https://buff.ly/3JJW02F

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