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.
What to do now to protect your home before a natural disaster
While nothing can truly prepare you for what so many have gone through, you can take ...
illustration of parents with a baby
Money-saving tips for new parents
The weeks before and after your baby is born can be a total blur. From preparing for your ...
single family home with double garage
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 ...
man creating checklist at table
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 ...
illustration two men standing in front of a car
Tips for buying a car from a private seller
Car shopping can be confusing, especially if you’re looking for a used vehicle. Sometimes ...
man working through paperwork
The best times to evaluate your car insurance
It’s good practice to reevaluate your car insurance coverage once or twice a year, because ...
car maintenance illustration
Hacks to save on car maintenance
Cars cost nearly $100 a month to maintain, according to AAA, and the older your car gets, ...
opening car door
Should you refinance your car loan?
If you financed your car when you purchased it, you may have the option to refinance your ...