Gen Y Planning

Sophia Bera, CFP® is not your father’s financial planner. She’s the #1 Google search for “Financial Planner for Millennials” and runs a 6-figure virtual financial planning firm from her laptop. Her accolades include the “Top 40 Under 40” by Investment News and “10 of the Best Personal Finance Experts on Twitter.” She’s been quoted in the New York Times, Wall Street Journal, Forbes, Fortune, Business Insider, CNBC, Huffington Post, LifeHacker, and more. When she’s not working from a coffee shop, you can find her in a yoga class or eating a breakfast taco in Austin, TX.
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4 unexpected ways to save on your home purchase
To shave even a few thousand dollars from the cost of buying a home, you might consider ...
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Checklist: What to have ready before you buy a car
Driving a new car home from the dealership can be pretty complicated. By the time you get ...
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Tips for buying a car from a private seller
Car shopping can be confusing, especially if you’re looking for a used vehicle. Sometimes ...
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The best times to evaluate your car insurance
It’s good practice to reevaluate your car insurance coverage once or twice a year, because ...
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Hacks to save on car maintenance
Cars cost nearly $100 a month to maintain, according to AAA, and the older your car gets, ...
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Should you refinance your car loan?
If you financed your car when you purchased it, you may have the option to refinance your ...