• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar

Gen Y Planning

Financial Planning for Millennials

  • Home
  • Meet the Team
  • Work With Us
  • Speaking & TV
  • Current Clients
  • Press
  • Blog
  • FAQs

annual spending

What’s Your Annual Spending Report? Plus, How It Can Help You Budget Better

How do you feel about your money? If you were one of the over 2,000 people surveyed in Personal Capital’s 2022 Wealth and Wellness Index survey, you might say that your current financial position isn’t exactly where you want it to be.  The survey highlighted that fewer people are confident about their finances than last year. At the beginning of 2021, 48% of people said they felt “very … [Read more...] about What’s Your Annual Spending Report? Plus, How It Can Help You Budget Better

Primary Sidebar

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 >>

Stay up to date

Subscribe to get all the latest news!

Let’s Connect

  • Facebook
  • LinkedIn
  • Twitter

Latest on Twitter

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 ·
20h

Have you made these financial moves this year? You're going to want to get them on your to do list. #MoneyMoves #PersonalFinance https://buff.ly/3ByjYt8

Reply on Twitter 1542153516617277442 Retweet on Twitter 1542153516617277442 Like on Twitter 1542153516617277442 Twitter 1542153516617277442
sophiabera Sophia Bera, CFP® @sophiabera ·
29 Jun

No longer qualify for a Roth IRA? Here are some ideas for what's next. #RothIRA https://buff.ly/3MrpHVl

Reply on Twitter 1541934511554002945 Retweet on Twitter 1541934511554002945 Like on Twitter 1541934511554002945 Twitter 1541934511554002945
sophiabera Sophia Bera, CFP® @sophiabera ·
28 Jun

Bonds have a reputation for being the safe and stable alternative to risky, daredevil stocks. Their reliable returns and ability to produce income make them integral in any well-diversified portfolio. #Bonds https://buff.ly/3y2s63V

Reply on Twitter 1541806249557336065 Retweet on Twitter 1541806249557336065 Like on Twitter 1541806249557336065 Twitter 1541806249557336065
Load More
  • LinkedIn
  • Twitter
  • Disclaimer
  • Privacy Policy
  • ADV Part 2
  • Photo Credit: Matthew Johnson

Copyright © 2022 · Cultivate Theme On Genesis Framework · WordPress · Log in