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Financial Planning for Millennials

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Press Archive: 2020

Featured

  • The New York Times: How to Move In With Your Parents (and, Eventually, Move Out)
  • CNBC: Counselor, planner or coach? How to find the right financial professional for you
  • Business Insider: POWER PLAYERS: 23 of the best financial advisors for Millennials
  • Earnest: How to Juggle Student Loan and Mortgage Payments
  • Discover: How to Manage Your First Salary and Grow Your Savings
  • CNBC: Young investors are going digital. Financial advisors need to adapt with them
  • CNBC: Most Americans have no money saved for their children: CNBC + Acorns survey
  • CNBC: Buying your first home may cost more than you think. Here’s what to expect
  • CNBC Select: 4 reasons why it’s smart to put money in a high-yield savings account even when rates are low
  • NextAdvisor: CDs Aren’t One-Size-Fits-All. Here are 7 Types You Should Know About
  • CNBC: Here’s how much you’ll really need to buy your first home (Hint: It’s more than you think)
  • The Wall Street Journal: 35 Ways to Jump-Start Your Emergency Savings
  • Money Crashers: 14 Questions You Should Ask a Financial Advisor Before Hiring
  • CNBC: ‘Concerned and confused’ about the future, young adults try to navigate through the coronavirus crisis
  • CNBC: Best credit cards for investing your rewards
  • CNBC: How financial experts say this millennial should spend her $1,200 stimulus check
  • Financial Advisor IQ: When Staying the Course isn’t an Option
  • CNBC: If you left or lost your job, here is what you can do with your 401(k)
  • CNBC: Here’s what advisors are doing to help clients — and themselves — amid coronavirus volatility
  • TwoCents by Lifehacker: What to Do if Your Employer Pauses 401(k) Matching
  • Thrive Global: How to Deal With Coronavirus-related Money Stress
  • CNBC Select: Experts agree: Only apply for a new credit card during a crisis like coronavirus if you also take these 4 steps
  • CNBC: Financial advisors must find their ‘niche’ to survive over next 5 to 10 years
  • SEI Knowledge Center: Advisory Firms in 2030: Growth by Specialization
  • Consumer Reports: How Millennials Can Achieve Financial Security Without Owning a Home
  • Business Insider: 4 smart ways to spend your end-of-year bonus that you won’t regret later
  • Business Insider: 3 smart things to do with your money when you start making 6 figures
  • NerdWallet: Ease Recession Jitters and Steady Your Finances
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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 ·
9h

Need to find more money in your budget? Evaluating ways to lower your bills is a good place to start. More from @NerdWallet #Budgeting #Savings #Bills https://buff.ly/3Nr9KPp

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sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
17h

When thinking about your ideal lifestyle, it can be easy to fall into the trap of wanting “more” just because. But more doesn’t always mean better. #PersonalFinance https://buff.ly/3WMQlyf

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

Even when you know dealing with your finances will only take a few minutes, or that it’s a smart move, or that you’re taking risks by procrastinating … you’d rather do literally anything else. Here's why. #FinancialPlanning https://buff.ly/3wQkWQ4

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