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

November 8, 2023 | Financial planning

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

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 | Financial Independence

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

Do You Feel Cared For?

October 11, 2023 | Financial planning

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

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

September 27, 2023 | Financial planning

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

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 | Financial planning

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

August 30, 2023 | Financial Independence

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

Let us identify and explain the important issues for you

Sign up and get weekly-ish finance insight in your inbox.

The latest blog Posts

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

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

Do You Feel Cared For?

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

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

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

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