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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

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
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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.

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
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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
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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?

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
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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.

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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So, Meg, What Do You DO, Anyway?

May 22, 2017
Pick it for me!