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(or “Strategies for Life in a High Cost of Living Area”) A few months ago I spoke with Cindy M., a mother working in the high tech industry in the San Francisco Bay Area.
Do you want to create a smart strategy for your company’s IPO, but you have options and shares and RSUs, you don’t know how they fit together, and it all just seems irreducibly complex? Maybe a case study will be helpful, to illustrate how one woman came up with a good solution for her specific life […]
It’s been a long few years, but your company is finally having its IPO. Lucky you! If your company is going (or has recently gone) public, then perhaps you are beset by anxiety about “How do I do this right?” You recognize that this is probably a once-in-a-lifetime opportunity to make real wealth in a […]
Or “Why just putting all your money in the S&P 500 isn’t enough.” (Okay, probably isn’t enough. I’m not allowed to say much that is definitive about investing.) Recently I spoke with a woman who asked, “Can you tell me why I want a financial planner to manage our investments? We just put everything in […]
Do you have an old 401(k)? Or possibly four? The best time to make a decision about an old 401(k) is shortly after leaving the company. The next best time is—say it with me!—now. What can you do with your old 401(k)? Keep it there, i.e., do nothing. Roll it into an IRA. Roll it […]