• 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

income

The Gen Y Planning Guide to Insurance: Short- and Long-Term Disability Insurance

It’s easy to see our homes and investment accounts as the most important parts of our portfolios. After all, that’s what we spend most of our time talking about with Gen Y Planning clients.  But really, the most reliable and important asset most of us have is our ability to work.  So what happens if you become ill or get injured and are no longer able to work in your field? That’s … [Read more...] about The Gen Y Planning Guide to Insurance: Short- and Long-Term Disability Insurance

4 Steps to Negotiate a Raise You Deserve

Whether you just landed a new job or you've worked in your position for over a year, you might find it intimidating to negotiate a pay raise. It’s tough to talk about money in the first place. It's even tougher to ask for more. You want to make sure you are not overstepping your boundaries, or asking too much — but you also want to get paid what you deserve. Negotiating can feel … [Read more...] about 4 Steps to Negotiate a Raise You Deserve

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 ·
15h

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

Reply on Twitter 1540424592661123073 Retweet on Twitter 1540424592661123073 Like on Twitter 1540424592661123073 Twitter 1540424592661123073
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

Reply on Twitter 1540122549312491525 Retweet on Twitter 1540122549312491525 Like on Twitter 1540122549312491525 1 Twitter 1540122549312491525
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

Reply on Twitter 1539963995003682816 Retweet on Twitter 1539963995003682816 Like on Twitter 1539963995003682816 Twitter 1539963995003682816
Load More
  • LinkedIn
  • Twitter
  • Disclaimer
  • Privacy Policy
  • ADV Part 2
  • Photo Credit: Matthew Johnson

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