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Financial Planning for Millennials

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Family financial planning

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

How to Financially Prepare For the Unexpected

Nobody likes thinking about the worst-case scenario. Mass layoffs at work, a broken pipe that floods the house, or sudden death in the family are so many ways our lives can change instantly. But just because they’re hard to think about doesn’t mean you shouldn’t consider the possibility of an unexpected event. You owe it to your financial wellness to prepare for the “what ifs” in life. Being … [Read more...] about How to Financially Prepare For the Unexpected

5 Meaningful Ways To Invest For Your Children Long-Term

Parenting—it’s perhaps the most rewarding and expensive thing you’ll ever do.  Oh, and by the way, you wouldn’t happen to have over a quarter of a million dollars lying around? Why, you might ask?  Because a recent Brookings Institution study found that in today’s dollars, a two-parent household will spend about $300,000 (or $18,000 a year) to raise one (yes, only one) child in the … [Read more...] about 5 Meaningful Ways To Invest For Your Children Long-Term

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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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