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Financial Planning for Millennials

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5 Big Lessons Popular Personal Finance Advice Gets Wrong

Every day, you’re inundated with information. From social media to texts, phone calls, emails, and news alerts—it’s incredible how much information we process regularly. So, when it comes to handling your finances, it’s natural to think that the information you hear repeatedly is the best advice to follow. After all, plenty of people are making a living sharing financial advice online (we refer to … [Read more...] about 5 Big Lessons Popular Personal Finance Advice Gets Wrong

Protecting Yourself Against Identity Theft

Lots of us have seen and reported fraudulent charges on credit cards. In those cases, cancelling and replacing the credit cards usually solves the problem.  Identity theft is a different and more severe type of fraud because what has been stolen — your social security number, for example — can’t be changed or replaced. Identity theft is when someone steals your personal … [Read more...] about Protecting Yourself Against Identity Theft

Credit Card Rewards During And After The Pandemic

Lots of credit cards have partnerships with airlines or hotel chains, and lots offer bonus points or cash back when you use your card on travel. Your card might be co-branded, like the Southwest Rapid Rewards card from Chase. Or you might have the option each month to redeem a certain number of points on qualifying expenses.  During the last year of cancelled vacations and weekends spent … [Read more...] about Credit Card Rewards During And After The Pandemic

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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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