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Financial Planning for Millennials

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net worth

Gen Y: Should You Save More or Earn More?

Here’s what I love about Millennials: our generation wants to learn about money. Young professionals want to know how to be better with money than their parents and their peers. They want to avoid making the same mistakes, and to ensure their financial future is secure. I love that Gen Y is eager to learn and is asking questions like, “How can I be financially successful?” If you turn to … [Read more...] about Gen Y: Should You Save More or Earn More?

How Do I Calculate My Net Worth?

YOUR NET WORTH = WHAT YOU HAVE – WHAT YOU OWE It’s that simple. A few times a year, I take a moment to calculate my net worth. I pull up my spreadsheet, log into my accounts online, and enter the balance of each of my retirement accounts, savings, investments, etc. I don't own a home, but if you do, make sure to include its approximate value. Then I enter any debt that I have. For you, … [Read more...] about How Do I Calculate My Net Worth?

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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.

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

It might make sense to file separately one year to take advantage of a particular deduction and then go back to filing jointly. Let's take a closer look. #Taxes #MarriedFilingSeparately https://buff.ly/3n7tGj3

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

Giving money to family is a big deal, and it could be a long-term commitment depending on their needs. Are you prepared for that? #PersonalFinance #SupportingFamily #FamilyMoney https://buff.ly/3B7iHuI

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

You’re about to experience the adventure of a lifetime, so make sure you do it in a way that still aligns with your greater values and goals. #LivingAbroad #FinancialPlanning https://buff.ly/3Ta2H24

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