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Financial Planning for Millennials

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taxes

6 Creative Considerations Before You File Your 2021 Tax Return This April

Yep, it’s about that time—tax time, of course.  The sun’s out a little longer, we shed a few layers, the first blooms of the season are on full display, and taxes are due smack dab in the middle of it all. This year, your 2021 taxes are due on April 18th, 2022. But don’t let this impending annual chore dull your spring fever. This year, let’s make taxes fun! Well, if not fun, at least … [Read more...] about 6 Creative Considerations Before You File Your 2021 Tax Return This April

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?

What the CARES Act Means for Individuals and Small Businesses

The CARES Act was signed into law in late March, providing financial assistance for individuals and businesses in these difficult and uncertain times. You may have heard bits and pieces of it mentioned on the news — stimulus checks (which you may or may not be entitled to depending on your household income) and small business loans that can help keep your business afloat. But if you need help, … [Read more...] about What the CARES Act Means for Individuals and Small Businesses

Tax Tips for Millennials

Taxes are not the most exciting thing in the world, so I thought I’d start with this short video on Cats Doing Taxes from one of my favorite non-profits AccountAbility Minnesota.  (BTW: if you search for “funny tax videos” on YouTube, the results stink.  Note to CPAs everywhere: please make a funny tax video that I can insert in my blog posts on tax tips).  Tax planning is a really … [Read more...] about Tax Tips for Millennials

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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!

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

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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

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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

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