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Financial Planning for Millennials

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Credit Card Rewards During And After The Pandemic

Lots of credit cards have partnerships with airlines or hotel chains, and lots offer bonus points or cash back when you use your card on travel. Your card might be co-branded, like the Southwest Rapid Rewards card from Chase. Or you might have the option each month to redeem a certain number of points on qualifying expenses.  During the last year of cancelled vacations and weekends spent … [Read more...] about Credit Card Rewards During And After The Pandemic

Travel Hack Your Way Through Wedding Season

Ah, wedding season. You’ve probably had a year or two when you have more Save the Dates than refrigerator magnets (and if you haven't yet, you probably will). As much as you'll enjoy witnessing your good friends get married, you can’t not think about how much attending all those weddings will cost you. The plane tickets, the hotel room, the clothes, the manicures, the gifts — and that’s just … [Read more...] about Travel Hack Your Way Through Wedding Season

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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 ·
19h

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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