A friend and fellow financial-planning-firm owner forwarded an email to me recently. It was a promotion from Google Ads, promising $300 in free ads if he first spent $300 of his own money. He wanted to know if I thought he should do it.
You Have RSUs in Your Private Company. How Do They Work? How Should You Use Them?
You’re Optimistic about Yourself. But Not about the World Around You. What Should You Do? (Video)
Did You Just Come in to a Whole Lot of Money, and, uh, What Next?
In tech, it is possible that you can turn into a (multi-)millionaire overnight. And that can be a really confusing change if you’re accustomed to being a well-paid worker bee with an assumption of working kind of indefinitely. Continue reading
Do You Want to Radically Change Your Life, and You’re a Bit Scared to Do It?
I think it is not controversial to say that the lives of 20-, 30-, and 40-somethings change all the time. A new job. Moving. Getting married. Having kids. Another new job. Moving in together. Breaking up. Going back to school. Getting married. Another new job.
And sometimes you might want to Change Everything At The Same Time.Continue reading
Should You Ask for RSUs or Stock Options?
When you get a job offer, or a raise, or a bonus, you’re probably simply told that you’ll be receiving more restricted stock units or more stock options as part of that compensation package. But on occasion folks are given the choice: Do you want RSUs or stock options?
Without Cash, We Don’t Know What We’re Doing With Our Money (Video)
When’s the Best Time to Hire a Financial Planner? Before You “Need” One.
I must start with an acknowledgment that this blog post is clearly self-serving. It also happens to be something I genuinely believe.
What happens to my stock options after my company goes IPO?
Congratulations! It might seem like all tech companies go IPO, but that’s not true. In going IPO, your company is in rarified company. And now visions of sugarplums, I mean, wealth are dancing in your head.
Do you want to be more politically involved? Being intentional about your finances can help.
Money, politics, and sex. Three things you’re not supposed to talk about in polite company. So, let’s talk about them. At least, the first two. I’ve got to know you a bit better before we talk about sex. I’m an old-fashioned kind of gal in that way.
Want to Buy a Home? Don’t Forget Boring Ol’ Maintenance Costs. Welcome to My Journey as a Homeowner.
I want to paint walls something other than Sherwin Williams Pure White SW 7005. I want to plant a garden and not have to leave it after just a few years. I want a better kitchen! I want to buy a home!
Ideas for Improving Your Career if You Ran the Business of “You” Instead of Being an Employee (Video)
I bet you spend almost all your work time doing the job you’re paid to do. But what if you were running a business (You) selling a product (your labor) to customers (employers)? How would you work on your business?