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Financial Planning for Millennials

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401(k)

Should I Contribute to a 401(k) or a Roth IRA?

I am asked a lot of questions about retirement: Where should I save for retirement? Should I use a 401(k) or a Roth IRA? Can I do both? What’s a Roth 401(k)? How do I find out about my company match? I have a 403(b), what’s that?  These are all great questions! Today I want to break down all these ways to save for retirement and which ways might be best for you. … [Read more...] about Should I Contribute to a 401(k) or a Roth IRA?

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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!

sophiabera
sophiabera Sophia Bera, CFP® @sophiabera ·
18h

Will this season be just as intense and dramatic as the last? How can potential buyers stand out among the crowd? #housingmarket #personalfinance #realestate https://buff.ly/3yWNLMO

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sophiabera Sophia Bera, CFP® @sophiabera ·
24 Jun

How to recession-proof your personal finances; these strategies work in any economy. A great article from @NextAdvisor that I was happy to be a part of. #recession #personalfinance https://buff.ly/3HohArP

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sophiabera Sophia Bera, CFP® @sophiabera ·
23 Jun

Achieving financial success isn’t always about following certain rules. Sometimes it’s about doing things differently. Interesting article from @CleverGirlCGF #personalfinance https://buff.ly/396Xg10

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