Magical (“Magical”) Personal Finance Tactics
Are you tempted to believe that there are magical solutions to your financial problems?
No need to endlessly search the internet anymore
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
What Should You Do with Your Giant Pile of Company Stock?
Have you decided you want to do something about all this company stock, but you’re stymied by not knowing how? It’s a giant elephant, and you have no idea how
What Are You Excited About?
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
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
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
Do You Feel Cared For?
or How a health scare crystallized for me the role I want to play in my clients’ lives.
Browse our categories
You’re Optimistic about Yourself. But Not about the World Around You. What Should You Do? (Video)
September 6, 2018