Sophia Bera, CFP®, founded Gen Y Planning to bring financial planning to her generation. She's a is a tech-savvy CFP® who brings financial planning to people in their 20s and 30s for the price of your gym membership. She's not your father’s financial planner, but more like your financially savvy best friend!

5 Places to Invest Your Cash

cash-back-credit-cards

Are you one of those people who has a lot of cash on hand? Maybe you’re getting ready for a home purchase, or you just received a bonus, or you want to know where to keep your emergency fund. Is it worth it to buy a CD? Should you keep it in a high yield […]

Published or Updated: March 24, 2014

Planning a Wedding without Starting Your Marriage in Debt

Frugal Weddings

You’re engaged! Congratulations! When’s the big day? Have you picked out your dress? May I see the ring? How many people are you inviting? The questions keep coming. Being a bride can be overwhelming, which is why it’s no surprise that people end up spending more than they planned. How much does the average wedding […]

Published or Updated: July 31, 2013

Tips and Tricks to Save Money on Travel

Travel is a big line item in my budget. My husband and I love to travel, and we try to leave the country at least once a year. In addition, we try to take one smaller trip within the U.S. To keep from breaking the bank with every trip, I’ve picked up a few tips […]

Published or Updated: June 10, 2013