Shorter bathroom lines.Continue reading
The Silver Lining of Industry Under-Representation
Skip the latte. Not for your budget, but for your happiness.
Money doesn’t buy you happiness, but it buys you a big enough yacht to sail right up to it.
-Johnny DeppContinue reading
Whether or Not You’re a Mom at Home, Don’t Be a Mom at Work
I have a full roster of roles in my life as a mother: Keeper of cleanliness, provider of nourishment, principal cheerer-upper, fixer of boo-boos, birthday party planner, and organizer-in-chief. Some of these things I like to do, cooking principally, and others I do because they need to get done. Cleaning – I’m talking to you. Continue reading
Trusting a Financial Advisor Is So Important. But Is It Possible?
Bernie Madoff. Hard-driving insurance salespeople. Mutual-fund salespeople in advisor’s clothing. There are plenty of reasons to distrust financial professionals. Continue reading
Socially Responsible Investing: Is It a Good Idea for Women in Tech?
If you’re a woman in tech, you’re likely interested in Socially Responsible Investing. You’re affluent, highly educated, and female. The exact demographics most interested in SRI. Which is to say, my clients.Continue reading
If Amazon Makes You Spend More, Can These Apps Make You Save More?
We have all become accustomed to frictionless spending. To our detriment. Thank you, Amazon One-click, Prime, and Dash! Continue reading
Charitable Giving for Tech Employees…Take Advantage of Your Unique Opportunities.
A friend of mine in the Bay Area recently learned from a local charity that women in tech between the ages of 25 and 45 are their biggest donors. Continue reading
“The Opposite of Spoiled” or Kids V. Money: Thunderdome
Do you want your children to understand what thrift is, evaluate trade-offs in their decision-making, practice gratitude, and grapple with the idea of <gasp!> “enough”? You might want to pick up The Opposite of Spoiled.Continue reading
Advice from the tight rental market to end all tight rental markets.
The rental market can be intimidating. Below is some guidance on basics for house/apartment renting prep so you can have your best foot forward, thought it would be helpful to share! Continue reading
What drives people to reach out to me? and other lessons for you and me alike from my first few months in business.
I have been surprised by some recent conversations with potential clients. And while they were certainly instructive for me, I thought they’d also be instructive for You Out There, you who might be wondering if you need or deserve a financial planner.Continue reading
“Essentialism” and the Disciplined Pursuit of a Better Financial Future.
I recently read the book Essentialism: The Disciplined Pursuit of Less, by Greg McKeown. To vastly simplify it: time is a finite resource, spend it well. As I read it, I was struck by how this book’s philosophy and recommendations translate darn near exactly into effective financial planning. Continue reading
Tired of Working in a Boys’ Club? Start Building a Club that Works for You.
I work with women in tech. Yes, I might talk with one woman about how to invest her 401(k) or another about what to do with her stock options. But I find the one topic that comes up with just about every woman I talk to: Continue reading