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.
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…
Is the “Wealthy Gay Myth True?”
Is the “Wealthy Gay Myth True?” Pop culture loves to portray the gay community as fabulous and rich – hence the widespread concept of the “wealthy gay” community.
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,
Modern Family Finance Helps LGBTQ+ in Asia
In 2007, we met for the first time on a training ride for the AIDS Lifecycle, a week long bike ride from San Francisco to Los Angeles that raises money to end AIDS.
What is it like to be LGBT around the world?
What is it like to be LGBTQ+ around the world? When we were in our early thirties, we left our 9-5 jobs for a year and traveled to 13 countries to make a film about LGBTQ+ people around the world.
How is financial planning different for LGBTQ+ households?
How is Financial Planning is Different for LGBTQ+ households? When opening this practice, we thought a lot about the type of clients we wanted to serve.
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.