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Financial Planning for Millennials

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Press Archive: 2023

Featured

  • CNBC: Here are some moves investors can make when the market is soaring, financial advisors say
  • CNBC: Here are 3 things to do in your 30s to stay on track with retirement savings
  • CNBC: Gen Z women spend more on TikTok as app ‘drives consumption,’ analyst says
  • Investopedia: The Best Designation for Advisors: CFP®, CFA, or CPA?
  • Top Finance Zone: The One (Simple) Trick to Resetting Your Funds within the New Yr
  • Top Finance Zone: What Does Monetary Independence Actually Imply and Is It Achievable for You?
  • CNBC: 83% of Gen Z say they’re job hoppers. Here’s how to handle old workplace retirement funds
  • CNBC: 60% of Americans are still living paycheck to paycheck as inflation hits workers’ wages
  • CNBC: 3 financial tips for couples moving in together for the first time
  • CNBC: Many young unmarried couples don’t split costs equally. Experts weigh in on what’s ‘fair’
  • CNBC: Majority of parents spend 20% or more of household income on child care, report finds
  • CNBC: These home improvement projects pay off most — major kitchen and bath remodelings don’t make the cut
  • Skimm Money: Fake Productivity, The Sandwich Generation, and Rate Hikes
  • CNBC: Financial experts share their greatest money regrets — all have one thing in common
  • Pocket Worthy: How Student Loan Debt Is Destroying Marriages
  • CNBC: Don’t want to return to the office? Here’s how to work remotely indefinitely, according to a digital nomad
  • CNBC: Ready to remodel? Here are the home projects that will get you the best return on your investment
  • CNBC: Another Fed rate hike is here — should you keep switching savings accounts to chase a higher return?e debt-free this year?
  • Forbes: You Don’t Actually Need A New Budget For 2023. Here’s Why.
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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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