You have lots of private-company stock. Should you sell it on a private secondary market?
You’ve got gobs of stock or options in Airbnb. Or Palantir. Or some other valuable but private company. The money is So Close. You can almost feel it. And yet,
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The latest blog Posts
Just pick an easy way to give to charity and go. Think about taxes later.
The vast majority of my clients say they want to give more to charities and causes they care about, and, importantly, be more structured and formal in their giving.
Maybe you’re better off giving your money to causes you care about, and not focusing on tax-deductibility.
When I started my firm in 2016, our household income went to $0. Being the financial planner I am, my mind went immediately from “we have no income” to “oooh,
Meg’s Musings (Inaugural!)
One of the most wonderful parts of being a personal financial planner is that I get to see inside the lives and heads (and neuroses…of which I have my fair
Should You Exercise Your Options (in a private company)…to Give Your Career More Flexibility?
Should I exercise my options? When should I exercise my options? If you work in a private company, I’m betting these questions go through your head with annoying frequency. And