She and her dog stopped along the trail through the chaparral. She bent over and took something out of her cargo pants pocket. “Is that a pedometer?” “Yes,” she responded.
I’m violating one of the cardinal rules of content marketing here by writing about something I want you to know about, instead of something that you want you to know
A client recently told me a harrowing story of how his employer had accidentally leaked personal information about every employee to some Nefarious Agents. My client went right home and
Our clients are in their 20s, 30s, and 40s. They’re all well paid. Many have gone through big liquidity events (read: IPO) that have dumped a big Bucket O’Money™ in
Have you been hearing a lot about the tax proposals coming out of Washington D.C.? First it was President Biden’s back in April. In early September, it was the House
You got that itch to invest in some early stage companies. Maybe a former colleague founded a company and you know they’re Super Smart and their idea is So Good.
If I had to wager, backdoor Roth IRA contributions are in the top 3 of #personalfinance Slack channel topics.
Amazon recently announced their move from a less-common springtime open enrollment schedule to a more traditional fall one—a change that elicited some (Zoom- and Slack-based) water-cooler chatter from the team
Ramit Sethi’s work on the psychology of money, especially around spending, is wonderful and desperately needed. To put it simply: He encourages people to spend more money on
As so many of my blog posts seem to, this one starts with “Congratulations! Your company is going IPO! Now you have…all these decisions to make.”