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Financial Planning for Millennials

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A Penny Saved Is A Penny Earned, Or Is It Invested?

You’re likely familiar with the saying, A penny saved is a penny earned.  It sounds like the type of vague financial advice you might hear from your relatives around the holiday table.  But how is that penny earning anything? If it’s stuck in a traditional savings account, likely not much since the current national average return on a savings account is 0.06%. Even my favorite high … [Read more...] about A Penny Saved Is A Penny Earned, Or Is It Invested?

17 Investing Terms Millennials Should Understand

Do you have lots of savings in cash, but not much invested for retirement? If so, you're not alone. A majority of Millennials prefer to keep their assets in cash and don't trust the idea of putting money into the market. That's not too surprising, since many members of Gen Y started life "in the real world" right before or during the Great Recession. We saw our parents retirement accounts crash … [Read more...] about 17 Investing Terms Millennials Should Understand

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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, CFP® Follow

Foodie financial planner who loves books, podcasts, and karaoke. Living in Austin, TX and loving it!

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sophiabera Sophia Bera, CFP® @sophiabera ·
16h

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

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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

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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

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