Focus on these Few, Important Parts of Your Auto Insurance
My husband pointed me to this recent, kinda insane Twitter thread about auto insurance: It tells story after story of people doing or saying “dumb” things about auto insurance. You
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Meg’s Musings: Managing Your Finances Is Hard.
Sometimes Meg’s Musings are just a random collection of thoughts I’ve had, without a unifying theme. Other times, I intentionally sort through my musings (which yes! I write down when
Save Up for Big Expenses Ahead of Time. It Forces You to Prioritize Your Goals.
This last March, I took my family on a trip to Europe (London and Paris), a trip that I’d first envisioned in January 2020. Enter pandemic, recovery from pandemic, negotiation
How Much Can You Safely Spend from Your Investments?…for the Young and Financially Independent
You have millions of dollars. You’re 40ish years old. You’re financially independent. At least, you think you are. But that all depends on not taking too much money out of
Reflections on 8 Years of Flow
I ended my reflections on my seventh year in business with this: I am excited to slow down. I am excited to not grind. I am excited to focus on
What is Financial Planning? A Few Analogies to Help You Understand
What is financial planning, really? What do I do, as a financial planner? What does the relationship between me and my clients look like?
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You have lots of private-company stock. Should you sell it on a private secondary market?
February 5, 2020