Airbnb Is Going Public. What a Good Time to Give Away Your Money.
If you’re staring at a windfall from Airbnb’s upcoming IPO, let’s take a moment to think about giving some of it away.
Read MoreIf you’re staring at a windfall from Airbnb’s upcoming IPO, let’s take a moment to think about giving some of it away.
Read MoreThe 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.
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, what kind of tax strategies can I take advantage of this year?” One of the decisions we made was around charitable contributions.
I know many things about the upcoming expiration of the Uber lockup:
Money, politics, and sex. Three things you’re not supposed to talk about in polite company. So, let’s talk about them. At least, the first two. I’ve got to know you a bit better before we talk about sex. I’m an old-fashioned kind of gal in that way.
Is your company going IPO? With all the stories of IPO riches that transform people’s lives life, you must be getting excited.
Last week I published a minimalist blog post the day after the presidential election giving the standard (and sensible) financial advisor advice: Read More
Money doesn’t buy you happiness, but it buys you a big enough yacht to sail right up to it.
-Johnny DeppRead More
If you’re a woman in tech, you’re likely interested in Socially Responsible Investing. You’re affluent, highly educated, and female. The exact demographics most interested in SRI. Which is to say, my clients.Read More
A friend of mine in the Bay Area recently learned from a local charity that women in tech between the ages of 25 and 45 are their biggest donors. Read More