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Financial Planning for Millennials

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student loan repayment

Will The Student Loan Forgiveness Plan Impact You? Here’s The Inside Scoop

You’ve seen the headlines: like fall, student loan forgiveness is in the air (and that air certainly smells sweet). On August 24th, President Biden announced his plan for student loan forgiveness and ongoing student debt relief for current and future borrowers.  While the plan details are buried in the White House brief, the magic number making headlines is $10,000—that’s how much you may … [Read more...] about Will The Student Loan Forgiveness Plan Impact You? Here’s The Inside Scoop

When Does It Make Sense To Choose “Married Filing Separately” On My Taxes?

Some married couples choose to combine all their finances. Others prefer to keep some or all of their accounts separate. But most of the time, married couples file one joint tax return. You don’t have to do it that way, but it usually means you’ll pay less taxes — though not always.  Married Filing Separately tax status allows each spouse to file their own tax return and pay their own taxes based … [Read more...] about When Does It Make Sense To Choose “Married Filing Separately” On My Taxes?

Student Loans: Pay As You Earn, IBR, ICR, PSLF, and OMG This Is Confusing!

Congrats!  You just finished college, or grad school, or law school, or business school!  Now, it’s time to figure out what student loan program you’re going to choose to pay back your student loans.  If you have a reasonable amount of student loans in relation to your income, then you will most likely want to choose the 10 year standard repayment method so that you can pay them off … [Read more...] about Student Loans: Pay As You Earn, IBR, ICR, PSLF, and OMG This Is Confusing!

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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 ·
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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