You’re talented. You work hard. But do you find yourself underpaid, under-promoted, under-funded, or under-respected? Let me ask you: Have you been exercising your negotiation muscles?Continue reading
While in San Diego recently, I took an Uber ride. (On a disappointingly aborted trip to take a couple of awesome 93-year-old women out to lunch in La Jolla.)Continue reading
Shortly after I launched my firm, a woman I’d worked with in my past life reached out to me. She wanted to talk about how I might help her with some company stock (okay, a lot of company stock). And out of the gate, she asked, “So what’s your financial planning philosophy?”Continue reading
Shorter bathroom lines.Continue reading
I have a full roster of roles in my life as a mother: Keeper of cleanliness, provider of nourishment, principal cheerer-upper, fixer of boo-boos, birthday party planner, and organizer-in-chief. Some of these things I like to do, cooking principally, and others I do because they need to get done. Cleaning – I’m talking to you. Continue reading
Bernie Madoff. Hard-driving insurance salespeople. Mutual-fund salespeople in advisor’s clothing. There are plenty of reasons to distrust financial professionals. Continue reading
Do you want your children to understand what thrift is, evaluate trade-offs in their decision-making, practice gratitude, and grapple with the idea of <gasp!> “enough”? You might want to pick up The Opposite of Spoiled.Continue reading
I have been surprised by some recent conversations with potential clients. And while they were certainly instructive for me, I thought they’d also be instructive for You Out There, you who might be wondering if you need or deserve a financial planner.Continue reading
I recently read the book Essentialism: The Disciplined Pursuit of Less, by Greg McKeown. To vastly simplify it: time is a finite resource, spend it well. As I read it, I was struck by how this book’s philosophy and recommendations translate darn near exactly into effective financial planning. Continue reading
Gender gaps usually don’t usually work in women’s favor. The pay gap. Representation at the executive level. Number of female founders. These all hurt women financially. Continue reading
Hopefully last week’s blog post helped you understand generally how financial aid works and when you should start doing what. This week, let’s dig into specific strategies and tactics you can use to maximize your child’s financial aid.Continue reading
And in this corner, striking terror, hope, and confusion in parents’ hearts for years: College financial aid!Continue reading