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4 tips for couples looking to manage their finances together

4 tips for couples looking to manage their finances together
cnn.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from cnn.com Daily Mail and Mail on Sunday newspapers.

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#FASuccess Podcast: Sophia Bera on Working With Millennials

Financial Advisor Success Podcast!
My guest on today’s podcast is Sophia Bera. Sophia is the founder of Gen Y Planning, an RIA based in Austin, Texas that serves just under 100 young professionals in their 20s, 30s, and 40s.
What’s unique about Sophia, though, is that she was one of the first financial planners to launch a “location-independent” firm, specifically to serve Millennial clients using an up-front plus monthly retainer model that now averages $400 to $500 per month for each of her new clients… yet uses a one-page financial plan and an Action Checklist – not comprehensive financial planning software – to deliver ongoing financial planning value to her next-generation clientele. ....

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College students may score 3 COVID stimulus checks. Here's how

A powerful financial boost in the new stimulus bill combined with tax rules may result in a windfall for some young adults. ....

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