I’m doing my taxes now, and I am just so DONE. I don’t know if I’m doing them right or leaving money on the table. It just makes me realize that I don’t understand my finances as well as I want to.Continue reading
Do Your Taxes Make You Feel Bad?
Do I Need a Financial Planner?
Yes, I can read minds. Because that is what you’re wondering, right? And well you should! I don’t know anyone who’s not a little worried about their finances. Us financial planners included.Continue reading
What Does Career Success Look Like in Actual Dollars?
I frequently talk about how important it is for you to build up a professional network. Cultivate an Old Girls’ Club. Spend time and money to improve your career skills and connections. In fact, it’s kind of my “thing.”Continue reading
What Should I Do with My Stock Options?
Your privately held company just gave you stock options, either in the initial offer or after you’ve been working there for a while. What do you do? WHAT DO YOU DO? (gratuitous 90’s movie reference for your entertainment)Continue reading
Four Tips for Buying a Home in a Red-Hot Market
I have bought exactly one home in my life, and it wasn’t until I was 39 years old (which was not so long ago, thank you!). And while the housing market here in Bellingham, WA is tight by its own standards, it doesn’t hold a candle to the likes of the Seattle or Bay Area.Continue reading
Playing Financial Self-Defense
Last week President Trump issued an order effectively gutting the Department of Labor’s rule that protects your retirement accounts against intentionally bad advice.Continue reading
The Best Investment You’ll Ever Make
is You.Continue reading
Forget You Ever Heard the Numbers 5 2 9
The financial media has done a masterful job of convincing parents that they need to save for their kids’ college. That they better fork over as much money as they can as early as they can, and into a 529 account, please, ma’am.Continue reading
Great Finances Are Worthless If You’re Miserable.
You know how I’m always harping on building your network? How you never know when you’re going to need a stock-option specialist, or patent lawyer, or angel investor, or concierge doctor, or 401(k) plan administrator…or mental health professional?
You Work So Hard for Your Income. Protect It Already.
I’m going to guess you don’t usually think along these lines, right? Except you probably do think about life insurance and know you should have it.
For New Year’s, A Diet That You Can Stick With
It’s the new year, and holiday indulgences are lying heavily on us. Do you feel the annual urge to shed the excess?
Buyer’s Remorse? Don’t Let It Distract You
‘Tis the day after Christmas, and although I’m writing this before Christmas, I’ve been through enough Christmases to know how it feels to look around the chaotic living room and wonder “did I really need to buy All This Stuff?” (times 10 if you have children)