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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, CFP®Follow

Foodie financial planner who loves books, podcasts, and karaoke. Living in Austin, TX and loving it!

Sophia Bera, CFP®
sophiaberaSophia Bera, CFP®@sophiabera·
5h

If you are close to the income limit cut off, you would reduce your taxable income. #RothIRAlimits https://snip.ly/xouhj1

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sophiaberaSophia Bera, CFP®@sophiabera·
20h

Most people think of tracking their spending with a budget, but another way to see your cash flow in action is checking out your annual spending report from your credit card company. #annualspendingreport https://snip.ly/2in1ie

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sophiaberaSophia Bera, CFP®@sophiabera·
24 May

With house prices being the highest in decades, what are home hopefuls supposed to do? Set realistic homebuying expectations! #housingmarket https://buff.ly/3yWNLMO

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