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Block Woman reviews a hand-written list of potential charitable donations. There is a pile of cash underneath the list.

How I Created My Own Charitable Giving Plan: The Final Installation (Probably)

Two major iterations (and several years) later, my charitable plan is finally where I want it to be. That said, even my original plan was good enough as it was!
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What Are Estimated Taxes? How Do They Work? What Should You Do About Them?

A few weeks ago, I was talking with a client about his 2023 taxes. About the fact that he hadn’t paid estimated taxes in 2023. And that a probably big,
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A large dark pink triangle Block Woman is positioned near a smaller light pink triangle Block Child

Did Your Child Earn Money Last Year? You Can Open a Roth IRA for Them.

This is the story of how I filed my 14-year-old daughter’s taxes, and then opened, funded, and invested a Roth IRA for her, for tax year 2023. Piecing this process
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A purple-ish Block Woman views a blurry certificate hanging on the wall

I Work with Early to Mid Career Clients. Why Did I Get a Retirement Professional Designation?

If you look at our website—and please do! I quite like it—you’ll see that we ask “Are you a woman in your early to mid career in tech?” That’s the
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Block Woman is perched on a tiny green skate board

Maybe You Can’t Retire Yet, But Can You Stop Worrying About Earning as Much?

Some of our clients go through an IPO and come out the other end financially independent. Thirty-five years old, with $10M in the bank? Check. (Technically, not the bank, but
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Block Woman gazes at a jumble of wires and circuit boards. Above Block Woman's head are 2 exclamation marks and 2 question marks.

You Have Millions of Dollars. Perhaps You *Can* Invest in Fancy Investments, But You Needn’t.

We work with plenty of clients who, at an enviably young age, already have a portfolio worth millions of dollars. (Thank you, IPOs.)
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College Planning… The Early Days. Part 2.

May 10, 2016
Pick it for me!