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
Bernie Madoff. Hard-driving insurance salespeople. Mutual-fund salespeople in advisor’s clothing. There are plenty of reasons to distrust financial professionals. Continue reading
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
We have all become accustomed to frictionless spending. To our detriment. Thank you, Amazon One-click, Prime, and Dash! Continue reading
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
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
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
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
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
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
Gender gaps usually don’t usually work in women’s favor. The pay gap. Representation at the executive level. Number of female founders. These all hurt women financially. Continue reading
Some of the problems in the high tech industry are enviable problems to have. To wit: having a lot of company stock because your company made it big.Continue reading