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Block Woman reviews a hand-written list of potential charitable donations. There is a pile of cash underneath the list.

How I Created My Own Charitable Giving Plan: The Final Installation (Probably)

Two major iterations (and several years) later, my charitable plan is finally where I want it to be. That said, even my original plan was good enough as it was!
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What Are Estimated Taxes? How Do They Work? What Should You Do About Them?

A few weeks ago, I was talking with a client about his 2023 taxes. About the fact that he hadn’t paid estimated taxes in 2023. And that a probably big,
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A large dark pink triangle Block Woman is positioned near a smaller light pink triangle Block Child

Did Your Child Earn Money Last Year? You Can Open a Roth IRA for Them.

This is the story of how I filed my 14-year-old daughter’s taxes, and then opened, funded, and invested a Roth IRA for her, for tax year 2023. Piecing this process
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A purple-ish Block Woman views a blurry certificate hanging on the wall

I Work with Early to Mid Career Clients. Why Did I Get a Retirement Professional Designation?

If you look at our website—and please do! I quite like it—you’ll see that we ask “Are you a woman in your early to mid career in tech?” That’s the
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Block Woman is perched on a tiny green skate board

Maybe You Can’t Retire Yet, But Can You Stop Worrying About Earning as Much?

Some of our clients go through an IPO and come out the other end financially independent. Thirty-five years old, with $10M in the bank? Check. (Technically, not the bank, but
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Block Woman gazes at a jumble of wires and circuit boards. Above Block Woman's head are 2 exclamation marks and 2 question marks.

You Have Millions of Dollars. Perhaps You *Can* Invest in Fancy Investments, But You Needn’t.

We work with plenty of clients who, at an enviably young age, already have a portfolio worth millions of dollars. (Thank you, IPOs.)
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Or want to live on the wild side?

Are you letting your vested RSUs just sit there, for lack of a better idea? (Video)

March 27, 2019
Pick it for me!
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Block Woman reviews a hand-written list of potential charitable donations. There is a pile of cash underneath the list.

How I Created My Own Charitable Giving Plan: The Final Installation (Probably)

April 10, 2024

What Are Estimated Taxes? How Do They Work? What Should You Do About Them?

March 27, 2024
A large dark pink triangle Block Woman is positioned near a smaller light pink triangle Block Child

Did Your Child Earn Money Last Year? You Can Open a Roth IRA for Them.

March 13, 2024
A purple-ish Block Woman views a blurry certificate hanging on the wall

I Work with Early to Mid Career Clients. Why Did I Get a Retirement Professional Designation?

February 28, 2024
Block Woman is perched on a tiny green skate board

Maybe You Can’t Retire Yet, But Can You Stop Worrying About Earning as Much?

February 14, 2024
Block Woman gazes at a jumble of wires and circuit boards. Above Block Woman's head are 2 exclamation marks and 2 question marks.

You Have Millions of Dollars. Perhaps You *Can* Invest in Fancy Investments, But You Needn’t.

January 31, 2024
Block Woman, a pinkish triangle block on the left, is tipping slightly towards an upturned black top hat.

Magical (“Magical”) Personal Finance Tactics

January 10, 2024
Block Woman stands next to stack of papers as tall as she is

What Should You Do with Your Giant Pile of Company Stock?

December 13, 2023
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.

What Are You Excited About?

November 29, 2023
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.

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

November 8, 2023
Block Woman is standing between two piles of coins, one higher and one smaller

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

October 25, 2023

Do You Feel Cared For?

October 11, 2023

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

September 27, 2023
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.

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

September 13, 2023
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!

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

August 30, 2023