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coronavirus

What the CARES Act Means for Individuals and Small Businesses

The CARES Act was signed into law in late March, providing financial assistance for individuals and businesses in these difficult and uncertain times. You may have heard bits and pieces of it mentioned on the news — stimulus checks (which you may or may not be entitled to depending on your household income) and small business loans that can help keep your business afloat. But if you need help, … [Read more...] about What the CARES Act Means for Individuals and Small Businesses

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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 Daigle, CFP® Follow

Founder of Gen Y Planning. Entrepreneur. Wife & Mama. Theatre kid at heart. Lover of breakfast tacos and karaoke.

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sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
24 Mar

It might make sense to file separately one year to take advantage of a particular deduction and then go back to filing jointly. Let's take a closer look. #Taxes #MarriedFilingSeparately https://buff.ly/3n7tGj3

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sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
24 Mar

Giving money to family is a big deal, and it could be a long-term commitment depending on their needs. Are you prepared for that? #PersonalFinance #SupportingFamily #FamilyMoney https://buff.ly/3B7iHuI

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sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
23 Mar

You’re about to experience the adventure of a lifetime, so make sure you do it in a way that still aligns with your greater values and goals. #LivingAbroad #FinancialPlanning https://buff.ly/3Ta2H24

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