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Block women holds a penny towards some symbols of charitable organizations. A pile of pennies remains on the floor.

How Much Money Should You Give to Charity?

As we near the end of charities’ fiscal years, you might notice nonprofits reaching out to supporters—like you—to assist with their year-end fundraising goals. So you may be wondering: as
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You have 90 (30?) days, to exercise your ISOs or let them convert to NQSOs. What to do?

The last thing you need after you’ve lost your job is to be forced to make a decision—that could be worth a lot of money—in just a few weeks.
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Block Woman being elevated while with a pile of papers underneath

You kept all your company stock. And now it’s worth so much less. What should you do?

Picture it: Bay Area, November 2021. You own a bunch of Block (or Airbnb, DoorDash, UiPath, Squarespace, Palantir) stock. You’ve got plans!
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A purple Block Woman jumps for joy with a golden starburst around her head

What Do You Spend Money On? Lessons from Our Clients About Spending that Brings True Joy.

When we met with our clients this spring, we asked them: Tell us about something you spent money on in the last year that made you happy. What did you
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Plans for your company’s IPO have gone pfft. What should you be doing about your company stock and personal finances now?

The IPO market is very sad right now.
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Block Women is lying on her side with a cartoon dialogue cloud above her head showing a complex decision diamond flowchart

Making Decisions Is Exhausting. Rules and Automation Help You Make Fewer Decisions in your Finances.

You and I probably have at least one thing in common: the administrative burden of modern life is exhausting. Overwhelming. Frustrating. Just nothing good about it, but we can’t escape
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Angel investing. You really really want to. But should you?

October 5, 2021
Pick it for me!