Roboadvisors are so 2015. Roboadvisors for women are what all the cool kids are talking about in 2016. Roboadvisors are, at the core, software. So, can this software be designed to serve women better?Continue reading
You’re talented. You work hard. But do you find yourself underpaid, under-promoted, under-funded, or under-respected? Let me ask you: Have you been exercising your negotiation muscles?Continue reading
While in San Diego recently, I took an Uber ride. (On a disappointingly aborted trip to take a couple of awesome 93-year-old women out to lunch in La Jolla.)Continue reading
Shortly after I launched my firm, a woman I’d worked with in my past life reached out to me. She wanted to talk about how I might help her with some company stock (okay, a lot of company stock). And out of the gate, she asked, “So what’s your financial planning philosophy?”Continue reading
Shorter bathroom lines.Continue reading
Money doesn’t buy you happiness, but it buys you a big enough yacht to sail right up to it.
-Johnny DeppContinue reading
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