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Financial Planning for Millennials

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Press Archive: 2021

Featured

  • The Best Schools: Financial 101 When Starting Your Career
  • CNBC: Social media is the most popular source of investment ideas for young investors, CNBC survey finds
  • Reader’s Digest: 15 Everyday Habits of Debt-Free People
  • ThinkAdvisor: She Built a Virtual Planning Firm for Millennials Before It Was Cool
  • CNBC: Before you join ‘The Great Resignation’ and quit your job, here’s what you need to know
  • Financial Planning: Going independent? What an RIA needs to know about taxes
  • MSN Money: How Marriage Affects Student Loan Payments and Debt
  • CNN Business: 4 tips for couples looking to manage their finances together
  • CNBC: Quick tips to help college students save money
  • WealthManagement.com: The Pandemic Is a Year Old. Here’s the Best (and Worst) of Advisor Tech
  • Financial Planning: College students may score 3 stimulus checks. Here’s how
  • Financial Advisor Success Podcast: Creating Value For Next-Generation Clients By Focusing On Actions Over Projections, With Sophia Bera
  • Money: What to Do if Your Wells Fargo Student Loan Was Just Sold
  • GOBankingRates: Common Money Myths About Millennials
  • Business Insider: 4 pieces of money advice financial planners wish they could give to Gen Z
  • Business Insider: 4 things to do before you invest a single dollar in bitcoin, according to a financial planner-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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