Author: Meg

What Are You Excited About?

Block Women is posed slightly above the ground with white inverted curves behind her, indicating jumping. There are also exclamation marks above Block Woman's head, symbolizing excitement.

In my business, the whole team (the whole three of us) gather in December for an annual offsite, a full day dedicated to looking back on the year that’s about to end and forward to the year that is about to begin. A full day also dedicated to lattés, laminated bakery goods, and a delicious lunch with a view of Bellingham Bay. ‘Tis VERY IMPORTANT that such matters be attended to.

Having Children with Your Unmarried Partner: How to Protect Yourself and Your Children

In the foreground, but blurred, are 2 partial Blocks, a pink one the left and a yellow one on the right. In the background but in focus is a small blue Block.

Several of our women clients are in committed, unmarried relationships, and have had or plan to have kids with their partners. Having kids with a partner you’re not married to is simply different than being married to the partner (co-parent), and I want to make sure you fully protect yourself and your child.

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Live Off a Combination of Investment Income and Job Income, and Put Less Pressure on Both.

Block Woman is standing between two piles of coins, one higher and one smaller

You’re in your 30s or 40s (and heyyyy all of you inching over the line into your 50s). You have what sounds like a lot of money. But when you think about the fact that you might live for another 50 or 60 years? It starts to sound like maybe not that much money.

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Do You Feel Cared For?

or How a health scare crystallized for me the role I want to play in my clients’ lives.

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Managing Finances in a Couple When One of You Has Way More Wealth

Are you in a relationship where you have far more wealth than your partner or spouse (or perhaps vice versa)? It can make it hard to figure out how to live your life together, can’t it?

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Roth Conversions Can Save You A Lot in Taxes Over Your Life. What’s the Best Way to Do Them?

Block Woman surveys three pastel colored buckets: blue, red and green. The green bucket is balanced on top of the red bucket and is tilted against Block Woman.

A Roth conversion can potentially save you a lot of money over your lifetime. It is a long-term (years or decades-long) strategy, to be sure. It is one that is usually talked about in the context of retirees.

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Living Off Your IPO Wealth Starting in Your 30s or 40s. Key Word? Flexibility.

Block Woman is lying on a yoga mat which is shown as green strip of paper. There is an orange rectangle piece of paper that says Introduction to YOGA!

I was recently talking with a couple who had significant wealth from a successful IPO a few years ago. (Ahhhh, those were the days.)

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How Much Should You Put in Your Child’s 529 College Account? What If It’s Too Much?

Your child is two years old. You want to save for their college. The answer to “Where should I save?” is easy enough. The bigger, harder question is: “How much should I save?”

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How We Evaluate and (Hopefully) Improve a Client’s Existing Portfolio

Block Woman looks at a jumbled pile of multi-colored puzzle pieces.

As much as I think most of investing is boring (and should be), I really enjoy the puzzle of what to do when I first start working with a client’s existing investment portfolio. And how I work through that puzzle might help you evaluate and improve your own investment portfolio.

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