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Financial Planning for Millennials

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Press Archive: 2024

Featured

  • 10 Tampa Bay: Amid soaring housing and rent prices, young professionals are changing how they invest their money
  • The New York Times: A Wealth Shift That Could Leave Some Younger Americans Behind
  • Business Insider: What is a Bank Account Beneficiary?
  • CNBC: How much money Americans in their 20s saved in 2023—and how to save more
  • CNBC: ‘I don’t want to spend’: How a TikTok comedian’s call for ‘loud budgeting’ can help your wallet
  • CNBC: Here are two child credits parents can take advantage of this tax season
  • Business Insider: Will lower interest rates help you escape credit card debt? Experts say no — but you still have options
  • CNBC: ‘A budget is a picture of what your money is doing,’ The Budgetnista says. Here’s where to start
  • Business Insider: What Happens to a Joint Bank Account When Someone Dies?
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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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