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.
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.
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?