Featured Blog: A Values-Based Way to Build Your Budget
Jan 31,17Let’s be honest: budgeting sucks. There’s a reason everyone (including me) dreads sitting down and figuring out a budget. It …
Read MoreFeatured Blog: You’re 30 — Stop Doing What You Did in College
Sep 20,16The following blog is by Sophia Bera originally published in her website Gen Y Planning. I’m a big fan of automating …
Read MoreFeatured Blog: Weighing a Job Offer? Look Beyond the Salary
Aug 13,16The following blog is by Sophia Bera originally published in her website Gen Y Planning. You’ve been job hunting for months, …
Read MoreFeatured Blog: Why Millennial Women Need to Invest, Even If We Don’t Think We’re Ready
Jul 11,16The following blog is by Sophia Bera originally published in her website Gen Y Planning. When it comes to investing, women …
Read MoreFeatured Blog: A Guide to Preventing Lifestyle Creep (and Using Extra Cash to Build Wealth Instead)
May 26,16The following blog is by Sophia Bera originally published in her website Gen Y Planning. You’ve seen this happen to your …
Read MoreFeatured Blog: What To Do with an Inheritance or Settlement
Apr 22,16The following blog is by Sophia Bera originally published in her website Gen Y Planning. If you receive a large windfall …
Read MoreFeatured Blog: Why Mom And Dad Aren’t Your Financial Planners
Mar 11,16The following blog is by Sophia Bera originally published in her website Gen Y Planning. When I meet with potential clients, …
Read MoreFeatured Blog: Two Ways Money Can Make You Happy in 2016
Dec 29,15The following blog is by Sophia Bera originally published in her website Gen Y Planning. As you take stock of the …
Read MoreFeatured Blog: 5 Ways to Give a Great Gift This Holiday Season (That Won’t Break the Bank)
Dec 14,15The following blog is by Sophia Bera originally published in her website Gen Y Planning. Ah, the holidays. The air is …
Read MoreFeatured Blog: The Importance of Investing in Yourself (and How to Do It)
Oct 23,15The following blog is by Sophia Bera originally published in her website Gen Y Planning. As a financial planner, I talk …
Read More