Thanksgiving Gratitudes
As we get ready to dive into the holiday season, I just wanted to take a moment to say THANK YOU to all of you who read Jenni’s Money Musings each month.
How To Buy Your Own Health Insurance in California for 2024
When I left my Silicon Valley tech job after 15 years to start my own business, one of my main concerns was how to buy health care coverage for my family.
2023 End of Year Financial Planning Checklist for High Income Earners in the Bay Area
Living in expensive areas like San Francisco or Oakland can be tough. You might be scratching your head, wondering where all your money goes.
What I have Changed About My Money
What I have changed with my own money since becoming a financial advisor. A friend asked me recently: What have I changed with my own money since becoming a financial…
How To Use Equity Comp to Fuel Your Financial Independence.
For Tech Employees: How to use equity based compensation to fuel your Financial Independence Overview When I used to work in Silicon Valley as a tech employee,
Top Tips on How to Bank Safely
Top Tips on How to Bank Safely What do Banks and Marriages have in common? Answer: Once you start losing trust and confidence, the whole thing can collapse like a house of cards.
When to Hire a Financial Advisor and How to Choose the Right One
When to Hire a Financial Advisor and How to Choose the Right One When to Hire a Financial Advisor and How to Choose the Right One You’re a woman or LGBTQ+ professional who has been working hard to build a nest egg.
How To Conduct a Year End Review of Experiences and Spending
How to Conduct a Year End Review of Experiences and Spending Forget Starting on Next Year Goals and First Reflect on This Last Year Instead I’m often asked how to approach financial goals, especially at the start of a new year.
How to Buy a House in the Bay Area without a Gazillion Dollars
“Can I ever afford the home I want in the Bay Area without having a gazillion dollars?” “Can I ever afford the home I want in the Bay Area without having a gazillion dollars?” Even with a six-figure income, buying a home can feel unaffordable.
When should a mid-career professional stop investing in the market?
When Should a Mid-Career Professional Stop Investing in the Market? When Should a Mid-Career Professional Stop Investing in the Market? You’ve been consistently putting part of your income into the market every month.
Our Family Spending Rules
Our Family Spending Rules Our Family Spending Rules: On a recent 4-hour drive up the California coast, Lisa and I conducted a deep dive of our budget.
Making an Impact with your Investments while Achieving Your Financial Goals
Making an Impact with your Investments while Achieving Your Financial Goals Making an Impact with your Investments while Achieving your Financial Goals.
The Market’s Gone Crazy. What Does that Mean for My Financial Plans?
The Market’s Gone Crazy. What does that Mean for My Financial Plans? Thanks to record growth in the stock market over the past decade, you’ve watched your net worth steadily climb.
What I’ve Learned About Money Since My Own Great Resignation
What I’ve learned about money two years after my own great resignation: Remember the carefree days of December 2019?
My money is in a handful of stocks. I should probably sell, but what about taxes?
In this post, I’ll talk about: How much should you sell? Once you’ve decided, how do you reduce a concentrated position?
Beyond the Basics: Tax strategies for High Income Earners
Today, we have the pleasure of discussing tax-saving tips for high-income earners with Gio Bartolotta. Gio is the co-founder of GoJo Accountants and is pioneering a tech-savvy tax advisory firm. What’s particularly fascinating about Gio is that he defies the stereotype of a traditional CPA. He has masterfully integrated his professional practice with his personal lifestyle, allowing him to pursue his passion for traveling around in his RV with his wife.
Empowering Transitions: From Attorney to Mom to Life Coach
In this episode, join us as we delve into the unconventional career journey of Tracy Carrothers, a former attorney turned life coach. We explore how she discovered her true calling and now helps individuals navigate through life’s transitions with resilience and purpose.
Money with My Honey: How to Manage Finances as a Couple
As we all know, finances can either strengthen or strain a partnership, and John and David are here to share their expertise on how couples can effectively manage their finances while nurturing their bond.
How to Win at Salary and Benefit Negotiation for Women and LGBT Professionals
As a woman, a person of color, as an LGBTQ individual, I get how negotiation can be in an uncomfortable conversation when you’re used to having a fight just to get a seat at the table. So that is why I wanted to talk to Kimberly Aguilera,
Redefining Your Professional Narrative: A Mid-Career Guide to Successful Career Leaps
Today we are going to talk about career growth. So, when I left my company after 15 years, I turned to Lana Kairos for help. And her advice was really instrumental in helping me clarify my vision and getting to what I’m doing today.
How To Setup Your Own Business and Save Taxes in California for 2024
As a small business owner myself, I’ve had to figure out how to navigate the legal of setting up our business and hiring. I always turn to Jamie Santos of Santos Walding LLP for help.
2024 Update: How to Buy a Home in the Bay Area
In this webinar I discuss navigating today’s 2024 real estate market with Brook Baird, an experienced real estate agent in the Bay Area. Brook specializes in assisting single women, alternative family households, and entrepreneurs.
How To Choose an LGBTQ+ Supportive Financial Planner
You’re an LGBTQ+ professional who has been working hard to build a nest egg. You might have invested some savings in one of those retirement date funds.