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Financial Planning for Millennials

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life insurance

The Gen Y Planning Guide to Insurance: Life Insurance

Life insurance is the one type of insurance that isn’t really about protecting yourself. It’s there to protect anyone who depends on you for financial support.  If you die unexpectedly or before you planned to retire, your life insurance policy will pay out to your named beneficiaries. This money can replace your income so your family can continue paying their bills or cover additional expenses, … [Read more...] about The Gen Y Planning Guide to Insurance: Life Insurance

Protect Yourself and Your Stuff – An Insurance Overview

Many millennials don’t associate insurance as part of their financial picture, but it’s an important piece of financial planning.  We are so focused on saving, paying down debt, and investing, that we sometimes forget about protection planning.  Please note: every person’s situation is different so it’s important to work with a comprehensive financial planner to make sure you have the … [Read more...] about Protect Yourself and Your Stuff – An Insurance Overview

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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 ·
3h

The best way to thwart hackers is to use a different, complex password for every account. Everyone knows that right? Why don't we do it then? #IdentityTheft #CyberSecurity https://buff.ly/42NXhys

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sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
14h

According to the IRS, U.S. citizens living abroad still need to follow the same rules when filing income, estate, and gift tax returns and to pay quarterly or estimated taxes. Confusing? Let's dig in. #LivingAbroad #Taxes https://buff.ly/3Ta2H24

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

“Calculate how much interest you’d actually be making if you switched accounts,” suggests CFP Sophia Bera Daigle, founder of Gen Y Planning, a financial planning firm for millennials. From @CNBC #Interest #FinancialPlanning https://buff.ly/3JJW02F

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